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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 | $80,200 | $169,161-52.6% | $129,295-38.0% | $145,959-45.1% |
| Participation rate | 90.9% | 76.5%+14.5pp | 69.6%+21.3pp | 80.3%+10.6pp |
| Annual return | 13.36% | 14348.07%-14334.7pp | 9429.28%-9415.9pp | 561.95%-548.6pp |
| Employer contribution / active EE | $6,255 | $5,543+12.8% | $4,157+50.5% | $4,661+34.2% |
| Participant deferral / active EE | $7,065 | $4,989+41.6% | $4,169+69.5% | $6,689+5.6% |
| Admin fee / account holder | $582 | $9,878-94.1% | $7,665-92.4% | $13,398-95.7% |