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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 | $50,146 | $169,356-70.4% | $129,406-61.2% | $145,897-65.6% |
| Participation rate | 88.2% | 76.5%+11.7pp | 69.6%+18.6pp | 80.3%+7.9pp |
| Annual return | 14.39% | 14418.62%-14404.2pp | 9468.18%-9453.8pp | 552.29%-537.9pp |
| Employer contribution / active EE | $2,469 | $5,542-55.4% | $4,155-40.6% | $4,663-47.0% |
| Participant deferral / active EE | $3,111 | $4,987-37.6% | $4,167-25.4% | $6,689-53.5% |
| Admin fee / account holder | $4,018 | $9,915-59.5% | $7,689-47.7% | $13,390-70.0% |