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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 | $90,354 | $169,356-46.6% | $129,406-30.2% | $145,897-38.1% |
| Participation rate | 95.7% | 76.5%+19.1pp | 69.6%+26.0pp | 80.3%+15.3pp |
| Annual return | 14.38% | 14418.62%-14404.2pp | 9468.18%-9453.8pp | 552.29%-537.9pp |
| Employer contribution / active EE | $1,869 | $5,542-66.3% | $4,155-55.0% | $4,663-59.9% |
| Participant deferral / active EE | $3,619 | $4,987-27.4% | $4,167-13.2% | $6,689-45.9% |
| Admin fee / account holder | $1,111 | $9,915-88.8% | $7,689-85.5% | $13,390-91.7% |