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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 | $15,930 | $65,440-75.7% | $98,506-83.8% | $85,851-81.4% |
| Participation rate | 73.1% | 65.0%+8.1pp | 73.3%-0.3pp | 69.3%+3.8pp |
| Annual return | 21.46% | 21.75%-0.3pp | 1494.92%-1473.5pp | 318.63%-297.2pp |
| Employer contribution / active EE | $2,119 | $2,169-2.3% | $2,961-28.4% | $2,565-17.4% |
| Participant deferral / active EE | $3,375 | $3,168+6.5% | $4,277-21.1% | $3,952-14.6% |
| Admin fee / account holder | $893 | $4,596-80.6% | $5,955-85.0% | $6,261-85.7% |