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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 | $52,332 | $100,938-48.2% | $90,461-42.1% | $158,982-67.1% |
| Participation rate | 93.3% | 75.0%+18.3pp | 72.7%+20.6pp | 82.0%+11.4pp |
| Annual return | 6.67% | 1727.20%-1720.5pp | 1294.76%-1288.1pp | 302.99%-296.3pp |
| Employer contribution / active EE | $3,073 | $3,691-16.7% | $3,264-5.8% | $4,763-35.5% |
| Participant deferral / active EE | $3,609 | $4,350-17.0% | $3,964-9.0% | $5,983-39.7% |
| Admin fee / account holder | $6,472 | $6,510-0.6% | $5,617+15.2% | $11,252-42.5% |