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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 | $169,356-56.8% | $129,406-43.4% | $145,897-49.8% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.6%+19.2pp | 80.3%+8.6pp |
| Annual return | 14.48% | 14418.62%-14404.1pp | 9468.18%-9453.7pp | 552.29%-537.8pp |
| Employer contribution / active EE | $1,504 | $5,542-72.9% | $4,155-63.8% | $4,663-67.7% |
| Participant deferral / active EE | $2,193 | $4,987-56.0% | $4,167-47.4% | $6,689-67.2% |
| Admin fee / account holder | $12,091 | $9,915+21.9% | $7,689+57.2% | $13,390-9.7% |