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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 | $56,782 | $100,895-43.7% | $90,430-37.2% | $158,950-64.3% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 11.44% | 1725.54%-1714.1pp | 1293.73%-1282.3pp | 302.91%-291.5pp |
| Employer contribution / active EE | $2,524 | $3,689-31.6% | $3,262-22.6% | $4,762-47.0% |
| Participant deferral / active EE | $4,122 | $4,347-5.2% | $3,963+4.0% | $5,983-31.1% |
| Admin fee / account holder | $3,354 | $6,505-48.4% | $5,613-40.3% | $11,248-70.2% |