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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 | $57,608 | $84,684-32.0% | $73,835-22.0% | $125,388-54.1% |
| Participation rate | 88.9% | 76.8%+12.1pp | 73.4%+15.4pp | 83.2%+5.7pp |
| Annual return | 10.95% | 3123.93%-3113.0pp | 2268.13%-2257.2pp | 282.24%-271.3pp |
| Employer contribution / active EE | $3,164 | $3,123+1.3% | $2,788+13.5% | $4,866-35.0% |
| Participant deferral / active EE | $3,779 | $3,993-5.4% | $3,583+5.5% | $5,352-29.4% |
| Admin fee / account holder | $42,595 | $5,691+648.5% | $4,880+772.9% | $9,541+346.5% |