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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 | $75,965 | $88,815-14.5% | $81,882-7.2% | $145,897-47.9% |
| Participation rate | 90.9% | 75.1%+15.8pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 17.75% | 1033.75%-1016.0pp | 779.47%-761.7pp | 552.29%-534.5pp |
| Employer contribution / active EE | $2,737 | $3,086-11.3% | $2,916-6.1% | $4,663-41.3% |
| Participant deferral / active EE | $964 | $4,647-79.3% | $4,323-77.7% | $6,689-85.6% |
| Admin fee / account holder | $877 | $8,434-89.6% | $7,360-88.1% | $13,390-93.4% |