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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 | $43,254 | $72,426-40.3% | $67,560-36.0% | $145,897-70.4% |
| Participation rate | 94.1% | 76.9%+17.2pp | 72.9%+21.2pp | 80.3%+13.8pp |
| Annual return | 10.33% | 7226.78%-7216.5pp | 3533.50%-3523.2pp | 552.29%-542.0pp |
| Employer contribution / active EE | $1,884 | $3,074-38.7% | $2,737-31.1% | $4,663-59.6% |
| Participant deferral / active EE | $2,873 | $4,785-40.0% | $4,004-28.3% | $6,689-57.1% |
| Admin fee / account holder | $2,376 | $5,514-56.9% | $3,994-40.5% | $13,390-82.3% |