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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 | $65,568 | $169,336-61.3% | $129,384-49.3% | $145,884-55.1% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.6%+10.4pp | 80.3%-0.3pp |
| Annual return | 8.66% | 14408.70%-14400.0pp | 9461.77%-9453.1pp | 551.85%-543.2pp |
| Employer contribution / active EE | $4,407 | $5,540-20.4% | $4,153+6.1% | $4,662-5.5% |
| Participant deferral / active EE | $798 | $4,985-84.0% | $4,166-80.8% | $6,690-88.1% |
| Admin fee / account holder | $15,128 | $9,912+52.6% | $7,686+96.8% | $13,392+13.0% |