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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 | $86,876 | $169,336-48.7% | $129,384-32.9% | $145,884-40.4% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.6%+19.3pp | 80.3%+8.6pp |
| Annual return | 12.61% | 14408.70%-14396.1pp | 9461.77%-9449.2pp | 551.85%-539.2pp |
| Employer contribution / active EE | $2,601 | $5,540-53.1% | $4,153-37.4% | $4,662-44.2% |
| Participant deferral / active EE | $12,194 | $4,985+144.6% | $4,166+192.7% | $6,690+82.3% |
| Admin fee / account holder | $3,386 | $9,912-65.8% | $7,686-55.9% | $13,392-74.7% |