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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 | $28,204 | $60,504-53.4% | $81,882-65.6% | $74,478-62.1% |
| Participation rate | 92.2% | 62.9%+29.3pp | 72.4%+19.8pp | 67.2%+25.0pp |
| Annual return | 19.72% | 16.91%+2.8pp | 779.47%-759.8pp | 1370.56%-1350.8pp |
| Employer contribution / active EE | $2,579 | $2,627-1.8% | $2,916-11.5% | $2,626-1.8% |
| Participant deferral / active EE | $4,438 | $3,400+30.5% | $4,323+2.6% | $4,350+2.0% |
| Admin fee / account holder | $5,490 | $1,492+268.0% | $7,360-25.4% | $1,946+182.1% |