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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 | $37,869 | $150,446-74.8% | $136,297-72.2% | $147,585-74.3% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 16.28% | 1049.14%-1032.9pp | 5156.19%-5139.9pp | 578.58%-562.3pp |
| Employer contribution / active EE | $2,241 | $5,256-57.4% | $4,696-52.3% | $4,876-54.0% |
| Participant deferral / active EE | $6,237 | $6,631-5.9% | $6,247-0.2% | $5,439+14.7% |
| Admin fee / account holder | $2,218 | $10,906-79.7% | $9,244-76.0% | $10,886-79.6% |