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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 | $36,832 | $169,161-78.2% | $129,295-71.5% | $145,959-74.8% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.6%+10.4pp | 80.3%-0.3pp |
| Annual return | 11.40% | 14348.07%-14336.7pp | 9429.28%-9417.9pp | 561.95%-550.5pp |
| Employer contribution / active EE | $2,106 | $5,543-62.0% | $4,157-49.3% | $4,661-54.8% |
| Participant deferral / active EE | $2,760 | $4,989-44.7% | $4,169-33.8% | $6,689-58.7% |
| Admin fee / account holder | $653 | $9,878-93.4% | $7,665-91.5% | $13,398-95.1% |