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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 | $42,797 | $100,895-57.6% | $90,430-52.7% | $158,950-73.1% |
| Participation rate | 94.4% | 75.0%+19.4pp | 72.7%+21.8pp | 82.0%+12.5pp |
| Annual return | 12.55% | 1725.54%-1713.0pp | 1293.73%-1281.2pp | 302.91%-290.4pp |
| Employer contribution / active EE | $2,785 | $3,689-24.5% | $3,262-14.6% | $4,762-41.5% |
| Participant deferral / active EE | $3,383 | $4,347-22.2% | $3,963-14.6% | $5,983-43.5% |
| Admin fee / account holder | $6,738 | $6,505+3.6% | $5,613+20.0% | $11,248-40.1% |