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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 | $55,021 | $100,895-45.5% | $90,430-39.2% | $158,950-65.4% |
| Participation rate | 94.7% | 75.0%+19.7pp | 72.7%+22.1pp | 82.0%+12.8pp |
| Annual return | 17.15% | 1725.54%-1708.4pp | 1293.73%-1276.6pp | 302.91%-285.8pp |
| Employer contribution / active EE | $1,943 | $3,689-47.3% | $3,262-40.4% | $4,762-59.2% |
| Participant deferral / active EE | $3,132 | $4,347-28.0% | $3,963-21.0% | $5,983-47.7% |
| Admin fee / account holder | $2,118 | $6,505-67.4% | $5,613-62.3% | $11,248-81.2% |