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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 | $44,346 | $169,237-73.8% | $129,339-65.7% | $145,978-69.6% |
| Participation rate | 91.7% | 76.5%+15.2pp | 69.6%+22.0pp | 80.3%+11.4pp |
| Annual return | 9.48% | 14364.43%-14355.0pp | 9437.05%-9427.6pp | 550.52%-541.0pp |
| Employer contribution / active EE | $2,586 | $5,540-53.3% | $4,154-37.7% | $4,662-44.5% |
| Participant deferral / active EE | $5,506 | $4,991+10.3% | $4,170+32.0% | $6,690-17.7% |
| Admin fee / account holder | $2,028 | $9,882-79.5% | $7,668-73.5% | $13,400-84.9% |