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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 | $34,006 | $169,336-79.9% | $129,384-73.7% | $145,884-76.7% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.6%+17.9pp | 80.3%+7.2pp |
| Annual return | 15.06% | 14408.70%-14393.6pp | 9461.77%-9446.7pp | 551.85%-536.8pp |
| Employer contribution / active EE | $3,464 | $5,540-37.5% | $4,153-16.6% | $4,662-25.7% |
| Participant deferral / active EE | $5,154 | $4,985+3.4% | $4,166+23.7% | $6,690-23.0% |
| Admin fee / account holder | $2,345 | $9,912-76.3% | $7,686-69.5% | $13,392-82.5% |