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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 | $169,361-56.8% | $129,397-43.4% | $145,877-49.8% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.6%+17.9pp | 80.3%+7.2pp |
| Annual return | 12.32% | 14395.54%-14383.2pp | 9453.98%-9441.7pp | 551.28%-539.0pp |
| Employer contribution / active EE | $3,143 | $5,542-43.3% | $4,154-24.3% | $4,663-32.6% |
| Participant deferral / active EE | $9,047 | $4,987+81.4% | $4,167+117.1% | $6,691+35.2% |
| Admin fee / account holder | $7,685 | $9,903-22.4% | $7,679+0.1% | $13,402-42.7% |