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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 | $38,706 | $169,356-77.1% | $129,406-70.1% | $145,897-73.5% |
| Participation rate | 83.3% | 76.5%+6.8pp | 69.6%+13.7pp | 80.3%+3.0pp |
| Annual return | 8.76% | 14418.62%-14409.9pp | 9468.18%-9459.4pp | 552.29%-543.5pp |
| Employer contribution / active EE | $1,673 | $5,542-69.8% | $4,155-59.7% | $4,663-64.1% |
| Participant deferral / active EE | $2,653 | $4,987-46.8% | $4,167-36.3% | $6,689-60.3% |
| Admin fee / account holder | $637 | $9,915-93.6% | $7,689-91.7% | $13,390-95.2% |