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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 | $30,398 | $102,595-70.4% | $94,057-67.7% | $154,746-80.4% |
| Participation rate | 94.4% | 76.0%+18.4pp | 73.3%+21.1pp | 80.7%+13.7pp |
| Annual return | 15.32% | 583.42%-568.1pp | 480.62%-465.3pp | 172.34%-157.0pp |
| Employer contribution / active EE | $2,000 | $3,147-36.5% | $2,933-31.8% | $4,379-54.3% |
| Participant deferral / active EE | $2,714 | $5,118-47.0% | $4,709-42.4% | $6,730-59.7% |
| Admin fee / account holder | $1,317 | $7,736-83.0% | $7,244-81.8% | $14,365-90.8% |