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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 | $36,415 | $57,305-36.5% | $86,640-58.0% | $75,173-51.6% |
| Participation rate | 90.3% | 63.2%+27.1pp | 71.7%+18.6pp | 67.2%+23.1pp |
| Annual return | 18.43% | 2674.24%-2655.8pp | 592.52%-574.1pp | 160.72%-142.3pp |
| Employer contribution / active EE | $2,887 | $2,316+24.7% | $3,024-4.5% | $2,671+8.1% |
| Participant deferral / active EE | $5,283 | $3,320+59.1% | $4,438+19.0% | $4,126+28.0% |
| Admin fee / account holder | $805 | $4,116-80.5% | $5,616-85.7% | $5,651-85.8% |