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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 | $98,734 | $150,446-34.4% | $136,297-27.6% | $147,585-33.1% |
| Participation rate | 90.5% | 84.4%+6.1pp | 81.9%+8.6pp | 82.8%+7.6pp |
| Annual return | 16.25% | 1049.14%-1032.9pp | 5156.19%-5139.9pp | 578.58%-562.3pp |
| Employer contribution / active EE | $3,329 | $5,256-36.7% | $4,696-29.1% | $4,876-31.7% |
| Participant deferral / active EE | $6,172 | $6,631-6.9% | $6,247-1.2% | $5,439+13.5% |
| Admin fee / account holder | $1,300 | $10,906-88.1% | $9,244-85.9% | $10,886-88.1% |