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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 | $73,824 | $169,161-56.4% | $129,295-42.9% | $145,959-49.4% |
| Participation rate | 90.0% | 76.5%+13.5pp | 69.6%+20.4pp | 80.3%+9.7pp |
| Annual return | 10.52% | 14348.07%-14337.5pp | 9429.28%-9418.8pp | 561.95%-551.4pp |
| Employer contribution / active EE | $3,375 | $5,543-39.1% | $4,157-18.8% | $4,661-27.6% |
| Participant deferral / active EE | $2,640 | $4,989-47.1% | $4,169-36.7% | $6,689-60.5% |
| Admin fee / account holder | $2,352 | $9,878-76.2% | $7,665-69.3% | $13,398-82.4% |