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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 | $36,287 | $100,911-64.0% | $90,440-59.9% | $158,966-77.2% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.7%-2.7pp | 82.0%-12.0pp |
| Annual return | 9.32% | 1726.62%-1717.3pp | 1294.38%-1285.1pp | 302.95%-293.6pp |
| Employer contribution / active EE | $1,697 | $3,690-54.0% | $3,263-48.0% | $4,762-64.4% |
| Participant deferral / active EE | $2,298 | $4,348-47.1% | $3,964-42.0% | $5,983-61.6% |
| Admin fee / account holder | $6,706 | $6,507+3.0% | $5,615+19.4% | $11,250-40.4% |