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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 | $169,237-52.6% | $129,339-38.0% | $145,978-45.1% |
| Participation rate | 90.9% | 76.5%+14.4pp | 69.6%+21.3pp | 80.3%+10.6pp |
| Annual return | 13.36% | 14364.43%-14351.1pp | 9437.05%-9423.7pp | 550.52%-537.2pp |
| Employer contribution / active EE | $6,255 | $5,540+12.9% | $4,154+50.6% | $4,662+34.2% |
| Participant deferral / active EE | $7,065 | $4,991+41.6% | $4,170+69.4% | $6,690+5.6% |
| Admin fee / account holder | $582 | $9,882-94.1% | $7,668-92.4% | $13,400-95.7% |