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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 | $61,057 | $180,749-66.2% | $160,784-62.0% | $137,256-55.5% |
| Participation rate | 92.9% | 80.0%+12.9pp | 77.0%+15.9pp | 80.0%+12.9pp |
| Annual return | 12.08% | 2234.46%-2222.4pp | 1803.92%-1791.8pp | 220.34%-208.3pp |
| Employer contribution / active EE | $2,407 | $4,155-42.1% | $3,733-35.5% | $4,156-42.1% |
| Participant deferral / active EE | $6,257 | $6,844-8.6% | $6,293-0.6% | $6,407-2.3% |
| Admin fee / account holder | $1,329 | $10,397-87.2% | $9,717-86.3% | $12,270-89.2% |