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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 | $33,995 | $169,356-79.9% | $129,406-73.7% | $145,897-76.7% |
| Participation rate | 85.7% | 76.5%+9.2pp | 69.6%+16.1pp | 80.3%+5.4pp |
| Annual return | 10.96% | 14418.62%-14407.7pp | 9468.18%-9457.2pp | 552.29%-541.3pp |
| Employer contribution / active EE | $2,967 | $5,542-46.5% | $4,155-28.6% | $4,663-36.4% |
| Participant deferral / active EE | $4,392 | $4,987-11.9% | $4,167+5.4% | $6,689-34.3% |
| Admin fee / account holder | $3,396 | $9,915-65.7% | $7,689-55.8% | $13,390-74.6% |