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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 | $52,816 | $169,161-68.8% | $129,295-59.2% | $145,959-63.8% |
| Participation rate | 95.5% | 76.5%+19.0pp | 69.6%+25.8pp | 80.3%+15.2pp |
| Annual return | 12.05% | 14348.07%-14336.0pp | 9429.28%-9417.2pp | 561.95%-549.9pp |
| Employer contribution / active EE | $1,044 | $5,543-81.2% | $4,157-74.9% | $4,661-77.6% |
| Participant deferral / active EE | $2,987 | $4,989-40.1% | $4,169-28.4% | $6,689-55.3% |
| Admin fee / account holder | $7,536 | $9,878-23.7% | $7,665-1.7% | $13,398-43.8% |