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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 | $73,218 | $169,361-56.8% | $129,397-43.4% | $145,877-49.8% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.6%+19.3pp | 80.3%+8.6pp |
| Annual return | 14.48% | 14395.54%-14381.1pp | 9453.98%-9439.5pp | 551.28%-536.8pp |
| Employer contribution / active EE | $1,504 | $5,542-72.9% | $4,154-63.8% | $4,663-67.7% |
| Participant deferral / active EE | $2,193 | $4,987-56.0% | $4,167-47.4% | $6,691-67.2% |
| Admin fee / account holder | $12,091 | $9,903+22.1% | $7,679+57.5% | $13,402-9.8% |