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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 | $84,505 | $185,199-54.4% | $142,874-40.9% | $167,518-49.6% |
| Participation rate | 80.0% | 78.5%+1.5pp | 72.0%+8.0pp | 82.1%-2.1pp |
| Annual return | 17.34% | 8556.90%-8539.6pp | 5638.58%-5621.2pp | 478.71%-461.4pp |
| Employer contribution / active EE | $9,480 | $5,606+69.1% | $4,145+128.7% | $4,838+95.9% |
| Participant deferral / active EE | $14,280 | $4,495+217.7% | $3,838+272.1% | $6,342+125.2% |
| Admin fee / account holder | $1,262 | $8,031-84.3% | $6,561-80.8% | $12,312-89.8% |