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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 | $100,938-30.9% | $90,461-22.9% | $158,982-56.1% |
| Participation rate | 95.0% | 75.0%+20.0pp | 72.7%+22.3pp | 82.0%+13.0pp |
| Annual return | 9.69% | 1727.20%-1717.5pp | 1294.76%-1285.1pp | 302.99%-293.3pp |
| Employer contribution / active EE | $3,830 | $3,691+3.7% | $3,264+17.3% | $4,763-19.6% |
| Participant deferral / active EE | $9,420 | $4,350+116.6% | $3,964+137.6% | $5,983+57.4% |
| Admin fee / account holder | $7,646 | $6,510+17.5% | $5,617+36.1% | $11,252-32.0% |