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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,470 | $176,688-71.4% | $130,660-61.4% | $152,909-67.0% |
| Participation rate | 90.0% | 79.0%+11.0pp | 71.7%+18.3pp | 82.5%+7.5pp |
| Annual return | 16.03% | 2693.08%-2677.1pp | 1709.29%-1693.3pp | 345.46%-329.4pp |
| Employer contribution / active EE | $1,858 | $5,743-67.6% | $4,092-54.6% | $4,764-61.0% |
| Participant deferral / active EE | $3,040 | $4,362-30.3% | $3,603-15.6% | $5,851-48.0% |
| Admin fee / account holder | $5,607 | $7,131-21.4% | $5,463+2.6% | $11,601-51.7% |