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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 | $37,299 | $88,815-58.0% | $81,882-54.4% | $145,897-74.4% |
| Participation rate | 90.0% | 75.1%+14.9pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 16.32% | 1033.75%-1017.4pp | 779.47%-763.1pp | 552.29%-536.0pp |
| Employer contribution / active EE | $2,265 | $3,086-26.6% | $2,916-22.3% | $4,663-51.4% |
| Participant deferral / active EE | $4,613 | $4,647-0.7% | $4,323+6.7% | $6,689-31.0% |
| Admin fee / account holder | $1,201 | $8,434-85.8% | $7,360-83.7% | $13,390-91.0% |