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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 | $31,827 | $185,199-82.8% | $142,874-77.7% | $167,518-81.0% |
| Participation rate | 75.0% | 78.5%-3.5pp | 72.0%+3.0pp | 82.1%-7.1pp |
| Annual return | 10.96% | 8556.90%-8545.9pp | 5638.58%-5627.6pp | 478.71%-467.8pp |
| Employer contribution / active EE | $1,143 | $5,606-79.6% | $4,145-72.4% | $4,838-76.4% |
| Participant deferral / active EE | $3,803 | $4,495-15.4% | $3,838-0.9% | $6,342-40.0% |
| Admin fee / account holder | $4,116 | $8,031-48.8% | $6,561-37.3% | $12,312-66.6% |