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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 | $112,349 | $150,446-25.3% | $136,297-17.6% | $147,585-23.9% |
| Participation rate | 95.0% | 84.4%+10.6pp | 81.9%+13.1pp | 82.8%+12.2pp |
| Annual return | 16.40% | 1049.14%-1032.7pp | 5156.19%-5139.8pp | 578.58%-562.2pp |
| Employer contribution / active EE | $2,519 | $5,256-52.1% | $4,696-46.4% | $4,876-48.4% |
| Participant deferral / active EE | $3,330 | $6,631-49.8% | $6,247-46.7% | $5,439-38.8% |
| Admin fee / account holder | $876 | $10,906-92.0% | $9,244-90.5% | $10,886-92.0% |