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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 | $169,336-70.4% | $129,384-61.2% | $145,884-65.6% |
| Participation rate | 88.2% | 76.5%+11.7pp | 69.6%+18.6pp | 80.3%+7.9pp |
| Annual return | 14.39% | 14408.70%-14394.3pp | 9461.77%-9447.4pp | 551.85%-537.5pp |
| Employer contribution / active EE | $2,469 | $5,540-55.4% | $4,153-40.6% | $4,662-47.0% |
| Participant deferral / active EE | $3,111 | $4,985-37.6% | $4,166-25.3% | $6,690-53.5% |
| Admin fee / account holder | $4,018 | $9,912-59.5% | $7,686-47.7% | $13,392-70.0% |