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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 | $30,674 | $65,434-53.1% | $98,483-68.9% | $85,847-64.3% |
| Participation rate | 93.8% | 65.0%+28.7pp | 73.3%+20.4pp | 69.3%+24.4pp |
| Annual return | 13.53% | 21.75%-8.2pp | 1494.38%-1480.8pp | 318.61%-305.1pp |
| Employer contribution / active EE | $1,450 | $2,169-33.1% | $2,961-51.0% | $2,565-43.5% |
| Participant deferral / active EE | $4,604 | $3,168+45.3% | $4,276+7.6% | $3,952+16.5% |
| Admin fee / account holder | $6,212 | $4,595+35.2% | $5,953+4.4% | $6,261-0.8% |