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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 | $30,896 | $100,911-69.4% | $90,440-65.8% | $158,966-80.6% |
| Participation rate | 81.3% | 75.0%+6.2pp | 72.7%+8.6pp | 82.0%-0.7pp |
| Annual return | 14.52% | 1726.62%-1712.1pp | 1294.38%-1279.9pp | 302.95%-288.4pp |
| Employer contribution / active EE | $1,142 | $3,690-69.1% | $3,263-65.0% | $4,762-76.0% |
| Participant deferral / active EE | $3,145 | $4,348-27.7% | $3,964-20.6% | $5,983-47.4% |
| Admin fee / account holder | $2,624 | $6,507-59.7% | $5,615-53.3% | $11,250-76.7% |