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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 | $73,224 | $169,161-56.7% | $129,295-43.4% | $145,959-49.8% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.6%+17.9pp | 80.3%+7.2pp |
| Annual return | 12.32% | 14348.07%-14335.7pp | 9429.28%-9417.0pp | 561.95%-549.6pp |
| Employer contribution / active EE | $3,143 | $5,543-43.3% | $4,157-24.4% | $4,661-32.6% |
| Participant deferral / active EE | $9,047 | $4,989+81.3% | $4,169+117.0% | $6,689+35.3% |
| Admin fee / account holder | $7,685 | $9,878-22.2% | $7,665+0.3% | $13,398-42.6% |