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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 | $30,244 | $88,710-65.9% | $81,783-63.0% | $145,959-79.3% |
| Participation rate | 94.7% | 75.0%+19.7pp | 72.4%+22.4pp | 80.3%+14.5pp |
| Annual return | 14.47% | 1027.26%-1012.8pp | 775.05%-760.6pp | 561.95%-547.5pp |
| Employer contribution / active EE | $2,125 | $3,083-31.1% | $2,913-27.0% | $4,661-54.4% |
| Participant deferral / active EE | $909 | $4,645-80.4% | $4,320-79.0% | $6,689-86.4% |
| Admin fee / account holder | $4,760 | $8,407-43.4% | $7,380-35.5% | $13,398-64.5% |