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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 | $89,659 | $171,867-47.8% | $149,721-40.1% | $147,586-39.2% |
| Participation rate | 89.5% | 88.2%+1.3pp | 87.1%+2.4pp | 82.8%+6.6pp |
| Annual return | 18.02% | 2113.36%-2095.3pp | 1501.67%-1483.6pp | 578.59%-560.6pp |
| Employer contribution / active EE | $4,280 | $6,275-31.8% | $5,444-21.4% | $4,876-12.2% |
| Participant deferral / active EE | $7,267 | $7,2700% | $6,568+10.6% | $5,439+33.6% |
| Admin fee / account holder | $570 | $13,799-95.9% | $11,282-95.0% | $10,886-94.8% |