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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 | $60,393-53.3% | $81,820-65.5% | $74,429-62.1% |
| Participation rate | 92.2% | 62.9%+29.3pp | 72.4%+19.8pp | 67.2%+25.0pp |
| Annual return | 19.72% | 16.89%+2.8pp | 777.93%-758.2pp | 1368.38%-1348.7pp |
| Employer contribution / active EE | $2,579 | $2,626-1.8% | $2,915-11.5% | $2,625-1.7% |
| Participant deferral / active EE | $4,438 | $3,397+30.6% | $4,323+2.7% | $4,348+2.1% |
| Admin fee / account holder | $5,490 | $1,491+268.3% | $7,391-25.7% | $1,944+182.4% |