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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 | $34,909 | $154,754-77.4% | $124,206-71.9% | $138,895-74.9% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.6%+10.4pp | 79.9%+0.1pp |
| Annual return | 15.53% | 709.28%-693.8pp | 515.27%-499.7pp | 145.39%-129.9pp |
| Employer contribution / active EE | $3,168 | $4,446-28.7% | $3,540-10.5% | $4,194-24.5% |
| Participant deferral / active EE | $5,054 | $4,621+9.4% | $3,968+27.4% | $6,396-21.0% |
| Admin fee / account holder | $2,520 | $6,690-62.3% | $5,929-57.5% | $12,562-79.9% |