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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 | $47,491 | $100,938-53.0% | $90,461-47.5% | $158,982-70.1% |
| Participation rate | 81.0% | 75.0%+5.9pp | 72.7%+8.3pp | 82.0%-1.0pp |
| Annual return | 10.12% | 1727.20%-1717.1pp | 1294.76%-1284.6pp | 302.99%-292.9pp |
| Employer contribution / active EE | $1,180 | $3,691-68.0% | $3,264-63.9% | $4,763-75.2% |
| Participant deferral / active EE | $9,179 | $4,350+111.0% | $3,964+131.5% | $5,983+53.4% |
| Admin fee / account holder | $13,965 | $6,510+114.5% | $5,617+148.6% | $11,252+24.1% |