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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 | $37,015 | $96,361-61.6% | $80,607-54.1% | $139,456-73.5% |
| Participation rate | 85.7% | 73.6%+12.1pp | 67.0%+18.7pp | 80.3%+5.4pp |
| Annual return | 14.86% | 1350.95%-1336.1pp | 936.11%-921.3pp | 373.45%-358.6pp |
| Employer contribution / active EE | $1,919 | $3,262-41.2% | $2,724-29.6% | $4,753-59.6% |
| Participant deferral / active EE | $4,347 | $5,232-16.9% | $4,448-2.3% | $6,711-35.2% |
| Admin fee / account holder | $3,249 | $6,601-50.8% | $5,379-39.6% | $11,407-71.5% |