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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 | $169,336-78.2% | $129,384-71.5% | $145,884-74.8% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.6%+10.4pp | 80.3%-0.3pp |
| Annual return | 11.40% | 14408.70%-14397.3pp | 9461.77%-9450.4pp | 551.85%-540.4pp |
| Employer contribution / active EE | $2,106 | $5,540-62.0% | $4,153-49.3% | $4,662-54.8% |
| Participant deferral / active EE | $2,760 | $4,985-44.6% | $4,166-33.7% | $6,690-58.7% |
| Admin fee / account holder | $653 | $9,912-93.4% | $7,686-91.5% | $13,392-95.1% |