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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 | $29,215 | $72,426-59.7% | $67,560-56.8% | $145,897-80.0% |
| Participation rate | 83.3% | 76.9%+6.4pp | 72.9%+10.4pp | 80.3%+3.0pp |
| Annual return | 10.51% | 7226.78%-7216.3pp | 3533.50%-3523.0pp | 552.29%-541.8pp |
| Employer contribution / active EE | $1,870 | $3,074-39.2% | $2,737-31.7% | $4,663-59.9% |
| Participant deferral / active EE | $5,959 | $4,785+24.5% | $4,004+48.8% | $6,689-10.9% |
| Admin fee / account holder | $5,533 | $5,514+0.4% | $3,994+38.5% | $13,390-58.7% |