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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 | $23,669 | $169,336-86.0% | $129,384-81.7% | $145,884-83.8% |
| Participation rate | 95.7% | 76.5%+19.2pp | 69.6%+26.0pp | 80.3%+15.3pp |
| Annual return | 28.73% | 14408.70%-14380.0pp | 9461.77%-9433.0pp | 551.85%-523.1pp |
| Employer contribution / active EE | $1,927 | $5,540-65.2% | $4,153-53.6% | $4,662-58.7% |
| Participant deferral / active EE | $2,501 | $4,985-49.8% | $4,166-40.0% | $6,690-62.6% |
| Admin fee / account holder | $2,331 | $9,912-76.5% | $7,686-69.7% | $13,392-82.6% |