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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 | $69,787 | $100,895-30.8% | $90,430-22.8% | $158,950-56.1% |
| Participation rate | 95.0% | 75.0%+20.0pp | 72.7%+22.3pp | 82.0%+13.0pp |
| Annual return | 9.69% | 1725.54%-1715.9pp | 1293.73%-1284.0pp | 302.91%-293.2pp |
| Employer contribution / active EE | $3,830 | $3,689+3.8% | $3,262+17.4% | $4,762-19.6% |
| Participant deferral / active EE | $9,420 | $4,347+116.7% | $3,963+137.7% | $5,983+57.4% |
| Admin fee / account holder | $7,646 | $6,505+17.5% | $5,613+36.2% | $11,248-32.0% |