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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 | $169,161-56.7% | $129,295-43.4% | $145,959-49.8% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.6%+19.3pp | 80.3%+8.6pp |
| Annual return | 14.48% | 14348.07%-14333.6pp | 9429.28%-9414.8pp | 561.95%-547.5pp |
| Employer contribution / active EE | $1,504 | $5,543-72.9% | $4,157-63.8% | $4,661-67.7% |
| Participant deferral / active EE | $2,193 | $4,989-56.0% | $4,169-47.4% | $6,689-67.2% |
| Admin fee / account holder | $12,091 | $9,878+22.4% | $7,665+57.7% | $13,398-9.8% |