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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 | $89,974 | $169,336-46.9% | $129,384-30.5% | $145,884-38.3% |
| Participation rate | 88.2% | 76.5%+11.7pp | 69.6%+18.6pp | 80.3%+7.9pp |
| Annual return | 11.74% | 14408.70%-14397.0pp | 9461.77%-9450.0pp | 551.85%-540.1pp |
| Employer contribution / active EE | $2,309 | $5,540-58.3% | $4,153-44.4% | $4,662-50.5% |
| Participant deferral / active EE | $5,575 | $4,985+11.8% | $4,166+33.8% | $6,690-16.7% |
| Admin fee / account holder | $31,888 | $9,912+221.7% | $7,686+314.9% | $13,392+138.1% |