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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 | $44,506 | $76,368-41.7% | $67,681-34.2% | $154,746-71.2% |
| Participation rate | 87.5% | 79.0%+8.5pp | 73.7%+13.8pp | 80.7%+6.8pp |
| Annual return | 20.85% | 1066.77%-1045.9pp | 590.58%-569.7pp | 172.34%-151.5pp |
| Employer contribution / active EE | $1,894 | $3,151-39.9% | $2,678-29.3% | $4,379-56.7% |
| Participant deferral / active EE | $5,907 | $4,824+22.4% | $3,976+48.6% | $6,730-12.2% |
| Admin fee / account holder | $2,109 | $8,559-75.4% | $6,100-65.4% | $14,365-85.3% |