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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 | $169,336-54.8% | $129,384-40.9% | $145,884-47.6% |
| Participation rate | 90.9% | 76.5%+14.4pp | 69.6%+21.3pp | 80.3%+10.6pp |
| Annual return | 13.59% | 14408.70%-14395.1pp | 9461.77%-9448.2pp | 551.85%-538.3pp |
| Employer contribution / active EE | $6,575 | $5,540+18.7% | $4,153+58.3% | $4,662+41.0% |
| Participant deferral / active EE | $6,841 | $4,985+37.2% | $4,166+64.2% | $6,690+2.3% |
| Admin fee / account holder | $5,511 | $9,912-44.4% | $7,686-28.3% | $13,392-58.8% |