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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 | $27,790 | $169,356-83.6% | $129,406-78.5% | $145,897-81.0% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.6%+10.4pp | 80.3%-0.3pp |
| Annual return | 13.73% | 14418.62%-14404.9pp | 9468.18%-9454.4pp | 552.29%-538.6pp |
| Employer contribution / active EE | $1,630 | $5,542-70.6% | $4,155-60.8% | $4,663-65.0% |
| Participant deferral / active EE | $4,772 | $4,987-4.3% | $4,167+14.5% | $6,689-28.7% |
| Admin fee / account holder | $607 | $9,915-93.9% | $7,689-92.1% | $13,390-95.5% |