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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 | $34,310 | $96,388-64.4% | $80,627-57.4% | $139,466-75.4% |
| Participation rate | 85.7% | 73.6%+12.1pp | 67.0%+18.7pp | 80.3%+5.4pp |
| Annual return | 17.15% | 1352.08%-1334.9pp | 936.76%-919.6pp | 373.66%-356.5pp |
| Employer contribution / active EE | $1,834 | $3,260-43.7% | $2,723-32.6% | $4,754-61.4% |
| Participant deferral / active EE | $2,455 | $5,224-53.0% | $4,443-44.7% | $6,712-63.4% |
| Admin fee / account holder | $3,773 | $6,603-42.9% | $5,381-29.9% | $11,409-66.9% |