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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 | $169,361-73.8% | $129,397-65.7% | $145,877-69.6% |
| Participation rate | 91.7% | 76.5%+15.2pp | 69.6%+22.0pp | 80.3%+11.4pp |
| Annual return | 9.48% | 14395.54%-14386.1pp | 9453.98%-9444.5pp | 551.28%-541.8pp |
| Employer contribution / active EE | $2,586 | $5,542-53.3% | $4,154-37.7% | $4,663-44.5% |
| Participant deferral / active EE | $5,506 | $4,987+10.4% | $4,167+32.1% | $6,691-17.7% |
| Admin fee / account holder | $2,028 | $9,903-79.5% | $7,679-73.6% | $13,402-84.9% |