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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 | $26,980 | $96,338-72.0% | $80,589-66.5% | $139,427-80.6% |
| Participation rate | 93.8% | 73.6%+20.1pp | 67.0%+26.7pp | 80.3%+13.4pp |
| Annual return | 14.71% | 1350.43%-1335.7pp | 935.83%-921.1pp | 373.27%-358.6pp |
| Employer contribution / active EE | $3,158 | $3,263-3.2% | $2,724+15.9% | $4,752-33.5% |
| Participant deferral / active EE | $4,275 | $5,234-18.3% | $4,449-3.9% | $6,711-36.3% |
| Admin fee / account holder | $9,730 | $6,600+47.4% | $5,379+80.9% | $11,404-14.7% |