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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 | $100,895-65.2% | $90,430-61.1% | $158,950-77.9% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.7%+11.9pp | 82.0%+2.7pp |
| Annual return | 10.33% | 1725.54%-1715.2pp | 1293.73%-1283.4pp | 302.91%-292.6pp |
| Employer contribution / active EE | $2,824 | $3,689-23.4% | $3,262-13.4% | $4,762-40.7% |
| Participant deferral / active EE | $3,192 | $4,347-26.6% | $3,963-19.4% | $5,983-46.6% |
| Admin fee / account holder | $7,361 | $6,505+13.2% | $5,613+31.1% | $11,248-34.6% |