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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 | $63,011 | $97,729-35.5% | $83,830-24.8% | $135,379-53.5% |
| Participation rate | 90.0% | 80.0%+10.0pp | 76.1%+13.9pp | 82.6%+7.4pp |
| Annual return | 7.22% | 1287.52%-1280.3pp | 850.97%-843.7pp | 519.79%-512.6pp |
| Employer contribution / active EE | $5,093 | $4,222+20.6% | $3,631+40.3% | $4,779+6.6% |
| Participant deferral / active EE | $3,821 | $4,683-18.4% | $4,082-6.4% | $5,609-31.9% |
| Admin fee / account holder | $4,869 | $6,674-27.0% | $5,479-11.1% | $10,828-55.0% |