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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 | $117,153 | $169,336-30.8% | $129,384-9.5% | $145,884-19.7% |
| Participation rate | 95.0% | 76.5%+18.5pp | 69.6%+25.4pp | 80.3%+14.7pp |
| Annual return | 11.61% | 14408.70%-14397.1pp | 9461.77%-9450.2pp | 551.85%-540.2pp |
| Employer contribution / active EE | $7,190 | $5,540+29.8% | $4,153+73.1% | $4,662+54.2% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $6,715 | $9,912-32.3% | $7,686-12.6% | $13,392-49.9% |