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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 | $51,228 | $169,161-69.7% | $129,295-60.4% | $145,959-64.9% |
| Participation rate | 82.6% | 76.5%+6.2pp | 69.6%+13.0pp | 80.3%+2.3pp |
| Annual return | 16.14% | 14348.07%-14331.9pp | 9429.28%-9413.1pp | 561.95%-545.8pp |
| Employer contribution / active EE | $1,142 | $5,543-79.4% | $4,157-72.5% | $4,661-75.5% |
| Participant deferral / active EE | $3,828 | $4,989-23.3% | $4,169-8.2% | $6,689-42.8% |
| Admin fee / account holder | $4,383 | $9,878-55.6% | $7,665-42.8% | $13,398-67.3% |