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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 | $74,753 | $100,938-25.9% | $90,461-17.4% | $158,982-53.0% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 9.09% | 1727.20%-1718.1pp | 1294.76%-1285.7pp | 302.99%-293.9pp |
| Employer contribution / active EE | $895 | $3,691-75.8% | $3,264-72.6% | $4,763-81.2% |
| Participant deferral / active EE | $4,446 | $4,350+2.2% | $3,964+12.1% | $5,983-25.7% |
| Admin fee / account holder | $8,830 | $6,510+35.6% | $5,617+57.2% | $11,252-21.5% |