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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 | $60,809 | $169,161-64.1% | $129,295-53.0% | $145,959-58.3% |
| Participation rate | 95.7% | 76.5%+19.2pp | 69.6%+26.0pp | 80.3%+15.4pp |
| Annual return | 13.21% | 14348.07%-14334.9pp | 9429.28%-9416.1pp | 561.95%-548.7pp |
| Employer contribution / active EE | $3,268 | $5,543-41.0% | $4,157-21.4% | $4,661-29.9% |
| Participant deferral / active EE | $8,946 | $4,989+79.3% | $4,169+114.6% | $6,689+33.8% |
| Admin fee / account holder | $1,770 | $9,878-82.1% | $7,665-76.9% | $13,398-86.8% |