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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 | $36,312 | $76,368-52.5% | $67,681-46.3% | $154,746-76.5% |
| Participation rate | 81.8% | 79.0%+2.9pp | 73.7%+8.1pp | 80.7%+1.1pp |
| Annual return | 13.88% | 1066.77%-1052.9pp | 590.58%-576.7pp | 172.34%-158.5pp |
| Employer contribution / active EE | $5,985 | $3,151+89.9% | $2,678+123.5% | $4,379+36.7% |
| Participant deferral / active EE | $1,034 | $4,824-78.6% | $3,976-74.0% | $6,730-84.6% |
| Admin fee / account holder | $3,168 | $8,559-63.0% | $6,100-48.1% | $14,365-77.9% |