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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 | $60,261-53.2% | $81,783-65.5% | $74,546-62.2% |
| Participation rate | 92.2% | 62.9%+29.3pp | 72.4%+19.8pp | 67.2%+25.0pp |
| Annual return | 19.72% | 16.88%+2.8pp | 775.05%-755.3pp | 1366.03%-1346.3pp |
| Employer contribution / active EE | $2,579 | $2,622-1.6% | $2,913-11.4% | $2,624-1.7% |
| Participant deferral / active EE | $4,438 | $3,388+31.0% | $4,320+2.7% | $4,347+2.1% |
| Admin fee / account holder | $5,490 | $1,482+270.3% | $7,380-25.6% | $1,944+182.5% |