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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 | $169,161-79.9% | $129,295-73.7% | $145,959-76.7% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.6%+17.9pp | 80.3%+7.2pp |
| Annual return | 15.06% | 14348.07%-14333.0pp | 9429.28%-9414.2pp | 561.95%-546.9pp |
| Employer contribution / active EE | $3,464 | $5,543-37.5% | $4,157-16.7% | $4,661-25.7% |
| Participant deferral / active EE | $5,154 | $4,989+3.3% | $4,169+23.6% | $6,689-22.9% |
| Admin fee / account holder | $2,345 | $9,878-76.3% | $7,665-69.4% | $13,398-82.5% |