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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 | $21,213 | $88,754-76.1% | $81,820-74.1% | $145,877-85.5% |
| Participation rate | 84.2% | 75.1%+9.1pp | 72.4%+11.8pp | 80.3%+3.9pp |
| Annual return | 14.53% | 1031.77%-1017.2pp | 777.93%-763.4pp | 551.28%-536.8pp |
| Employer contribution / active EE | $2,005 | $3,085-35.0% | $2,915-31.2% | $4,663-57.0% |
| Participant deferral / active EE | $2,634 | $4,648-43.3% | $4,323-39.1% | $6,691-60.6% |
| Admin fee / account holder | $8,843 | $8,424+5.0% | $7,391+19.7% | $13,402-34.0% |