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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 | $126,310 | $169,336-25.4% | $129,384-2.4% | $145,884-13.4% |
| Participation rate | 72.7% | 76.5%-3.8pp | 69.6%+3.1pp | 80.3%-7.6pp |
| Annual return | 13.04% | 14408.70%-14395.7pp | 9461.77%-9448.7pp | 551.85%-538.8pp |
| Employer contribution / active EE | $3,067 | $5,540-44.6% | $4,153-26.2% | $4,662-34.2% |
| Participant deferral / active EE | $9,509 | $4,985+90.7% | $4,166+128.3% | $6,690+42.1% |
| Admin fee / account holder | $6,848 | $9,912-30.9% | $7,686-10.9% | $13,392-48.9% |