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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 | $80,955 | $180,749-55.2% | $160,784-49.6% | $137,256-41.0% |
| Participation rate | 85.0% | 80.0%+5.0pp | 77.0%+8.0pp | 80.0%+5.0pp |
| Annual return | 16.62% | 2234.46%-2217.8pp | 1803.92%-1787.3pp | 220.34%-203.7pp |
| Employer contribution / active EE | $4,130 | $4,155-0.6% | $3,733+10.7% | $4,156-0.6% |
| Participant deferral / active EE | $5,366 | $6,844-21.6% | $6,293-14.7% | $6,407-16.2% |
| Admin fee / account holder | $534 | $10,397-94.9% | $9,717-94.5% | $12,270-95.6% |