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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 | $72,353 | $168,626-57.1% | $133,698-45.9% | $145,897-50.4% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.4%+13.6pp | 80.3%+9.7pp |
| Annual return | 14.70% | 1168.99%-1154.3pp | 580.90%-566.2pp | 552.29%-537.6pp |
| Employer contribution / active EE | $3,345 | $5,290-36.8% | $4,218-20.7% | $4,663-28.3% |
| Participant deferral / active EE | $6,585 | $8,688-24.2% | $7,016-6.1% | $6,689-1.6% |
| Admin fee / account holder | $485 | $9,638-95.0% | $6,703-92.8% | $13,390-96.4% |