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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 | $169,356-56.4% | $129,406-43.0% | $145,897-49.4% |
| Participation rate | 90.0% | 76.5%+13.5pp | 69.6%+20.4pp | 80.3%+9.7pp |
| Annual return | 10.52% | 14418.62%-14408.1pp | 9468.18%-9457.7pp | 552.29%-541.8pp |
| Employer contribution / active EE | $3,375 | $5,542-39.1% | $4,155-18.8% | $4,663-27.6% |
| Participant deferral / active EE | $2,640 | $4,987-47.1% | $4,167-36.7% | $6,689-60.5% |
| Admin fee / account holder | $2,352 | $9,915-76.3% | $7,689-69.4% | $13,390-82.4% |