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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 | $94,920 | $180,749-47.5% | $160,784-41.0% | $137,256-30.8% |
| Participation rate | 88.2% | 80.0%+8.3pp | 77.0%+11.3pp | 80.0%+8.3pp |
| Annual return | 13.27% | 2234.46%-2221.2pp | 1803.92%-1790.7pp | 220.34%-207.1pp |
| Employer contribution / active EE | $2,218 | $4,155-46.6% | $3,733-40.6% | $4,156-46.6% |
| Participant deferral / active EE | $4,337 | $6,844-36.6% | $6,293-31.1% | $6,407-32.3% |
| Admin fee / account holder | $2,507 | $10,397-75.9% | $9,717-74.2% | $12,270-79.6% |