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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 | $29,592 | $97,761-69.7% | $83,850-64.7% | $135,382-78.1% |
| Participation rate | 91.3% | 80.0%+11.4pp | 76.1%+15.2pp | 82.6%+8.7pp |
| Annual return | 4.44% | 1287.44%-1283.0pp | 850.92%-846.5pp | 519.77%-515.3pp |
| Employer contribution / active EE | $1,056 | $4,222-75.0% | $3,631-70.9% | $4,779-77.9% |
| Participant deferral / active EE | $4,233 | $4,682-9.6% | $4,082+3.7% | $5,609-24.5% |
| Admin fee / account holder | $2,277 | $6,674-65.9% | $5,478-58.4% | $10,829-79.0% |