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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 | $76,468 | $169,361-54.8% | $129,397-40.9% | $145,877-47.6% |
| Participation rate | 90.9% | 76.5%+14.4pp | 69.6%+21.3pp | 80.3%+10.6pp |
| Annual return | 13.59% | 14395.54%-14382.0pp | 9453.98%-9440.4pp | 551.28%-537.7pp |
| Employer contribution / active EE | $6,575 | $5,542+18.7% | $4,154+58.3% | $4,663+41.0% |
| Participant deferral / active EE | $6,841 | $4,987+37.2% | $4,167+64.2% | $6,691+2.3% |
| Admin fee / account holder | $5,511 | $9,903-44.3% | $7,679-28.2% | $13,402-58.9% |