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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 | $78,898 | $169,237-53.4% | $129,339-39.0% | $145,978-46.0% |
| Participation rate | 83.3% | 76.5%+6.9pp | 69.6%+13.7pp | 80.3%+3.0pp |
| Annual return | 12.08% | 14364.43%-14352.4pp | 9437.05%-9425.0pp | 550.52%-538.4pp |
| Employer contribution / active EE | $8,323 | $5,540+50.2% | $4,154+100.4% | $4,662+78.5% |
| Participant deferral / active EE | $554 | $4,991-88.9% | $4,170-86.7% | $6,690-91.7% |
| Admin fee / account holder | $2,309 | $9,882-76.6% | $7,668-69.9% | $13,400-82.8% |