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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 | $18,447 | $180,749-89.8% | $160,784-88.5% | $137,256-86.6% |
| Participation rate | 91.7% | 80.0%+11.7pp | 77.0%+14.7pp | 80.0%+11.7pp |
| Annual return | 21.58% | 2234.46%-2212.9pp | 1803.92%-1782.3pp | 220.34%-198.8pp |
| Employer contribution / active EE | $2,124 | $4,155-48.9% | $3,733-43.1% | $4,156-48.9% |
| Participant deferral / active EE | $5,169 | $6,844-24.5% | $6,293-17.9% | $6,407-19.3% |
| Admin fee / account holder | $10,655 | $10,397+2.5% | $9,717+9.7% | $12,270-13.2% |