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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 | $35,133 | $100,938-65.2% | $90,461-61.2% | $158,982-77.9% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.7%+11.9pp | 82.0%+2.6pp |
| Annual return | 10.33% | 1727.20%-1716.9pp | 1294.76%-1284.4pp | 302.99%-292.7pp |
| Employer contribution / active EE | $2,824 | $3,691-23.5% | $3,264-13.5% | $4,763-40.7% |
| Participant deferral / active EE | $3,192 | $4,350-26.6% | $3,964-19.5% | $5,983-46.6% |
| Admin fee / account holder | $7,361 | $6,510+13.1% | $5,617+31.1% | $11,252-34.6% |