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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 | $27,059 | $76,368-64.6% | $67,681-60.0% | $154,746-82.5% |
| Participation rate | 85.0% | 79.0%+6.0pp | 73.7%+11.3pp | 80.7%+4.3pp |
| Annual return | 10.13% | 1066.77%-1056.6pp | 590.58%-580.4pp | 172.34%-162.2pp |
| Employer contribution / active EE | $2,784 | $3,151-11.7% | $2,678+4.0% | $4,379-36.4% |
| Participant deferral / active EE | $4,062 | $4,824-15.8% | $3,976+2.2% | $6,730-39.6% |
| Admin fee / account holder | $3,684 | $8,559-57.0% | $6,100-39.6% | $14,365-74.4% |