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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 | $51,228 | $169,356-69.8% | $129,406-60.4% | $145,897-64.9% |
| Participation rate | 82.6% | 76.5%+6.1pp | 69.6%+13.0pp | 80.3%+2.3pp |
| Annual return | 16.14% | 14418.62%-14402.5pp | 9468.18%-9452.0pp | 552.29%-536.2pp |
| Employer contribution / active EE | $1,142 | $5,542-79.4% | $4,155-72.5% | $4,663-75.5% |
| Participant deferral / active EE | $3,828 | $4,987-23.2% | $4,167-8.1% | $6,689-42.8% |
| Admin fee / account holder | $4,383 | $9,915-55.8% | $7,689-43.0% | $13,390-67.3% |