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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 | $169,356-64.1% | $129,406-53.0% | $145,897-58.3% |
| Participation rate | 95.7% | 76.5%+19.1pp | 69.6%+26.0pp | 80.3%+15.3pp |
| Annual return | 13.21% | 14418.62%-14405.4pp | 9468.18%-9455.0pp | 552.29%-539.1pp |
| Employer contribution / active EE | $3,268 | $5,542-41.0% | $4,155-21.4% | $4,663-29.9% |
| Participant deferral / active EE | $8,946 | $4,987+79.4% | $4,167+114.7% | $6,689+33.7% |
| Admin fee / account holder | $1,770 | $9,915-82.1% | $7,689-77.0% | $13,390-86.8% |