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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 | $169,356-52.6% | $129,406-38.0% | $145,897-45.0% |
| Participation rate | 90.9% | 76.5%+14.4pp | 69.6%+21.3pp | 80.3%+10.6pp |
| Annual return | 13.36% | 14418.62%-14405.3pp | 9468.18%-9454.8pp | 552.29%-538.9pp |
| Employer contribution / active EE | $6,255 | $5,542+12.9% | $4,155+50.5% | $4,663+34.1% |
| Participant deferral / active EE | $7,065 | $4,987+41.7% | $4,167+69.5% | $6,689+5.6% |
| Admin fee / account holder | $582 | $9,915-94.1% | $7,689-92.4% | $13,390-95.7% |