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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 | $91,964 | $169,237-45.7% | $129,339-28.9% | $145,978-37.0% |
| Participation rate | 89.5% | 76.5%+13.0pp | 69.6%+19.8pp | 80.3%+9.2pp |
| Annual return | 15.37% | 14364.43%-14349.1pp | 9437.05%-9421.7pp | 550.52%-535.1pp |
| Employer contribution / active EE | $1,681 | $5,540-69.7% | $4,154-59.5% | $4,662-63.9% |
| Participant deferral / active EE | $5,033 | $4,991+0.8% | $4,170+20.7% | $6,690-24.8% |
| Admin fee / account holder | $2,282 | $9,882-76.9% | $7,668-70.2% | $13,400-83.0% |