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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 | $35,414 | $150,446-76.5% | $136,297-74.0% | $147,585-76.0% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 12.60% | 1049.14%-1036.5pp | 5156.19%-5143.6pp | 578.58%-566.0pp |
| Employer contribution / active EE | $1,596 | $5,256-69.6% | $4,696-66.0% | $4,876-67.3% |
| Participant deferral / active EE | $6,200 | $6,631-6.5% | $6,247-0.8% | $5,439+14.0% |
| Admin fee / account holder | $901 | $10,906-91.7% | $9,244-90.3% | $10,886-91.7% |