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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 | $23,155 | $72,446-68.0% | $67,561-65.7% | $145,877-84.1% |
| Participation rate | 81.8% | 76.9%+5.0pp | 72.9%+8.9pp | 80.3%+1.5pp |
| Annual return | 14.62% | 7211.98%-7197.4pp | 3525.44%-3510.8pp | 551.28%-536.7pp |
| Employer contribution / active EE | $1,981 | $3,072-35.5% | $2,735-27.6% | $4,663-57.5% |
| Participant deferral / active EE | $3,123 | $4,785-34.7% | $4,003-22.0% | $6,691-53.3% |
| Admin fee / account holder | $1,920 | $5,541-65.3% | $4,006-52.1% | $13,402-85.7% |