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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 | $85,770 | $150,445-43.0% | $136,297-37.1% | $147,585-41.9% |
| Participation rate | 93.8% | 84.4%+9.3pp | 81.9%+11.8pp | 82.8%+10.9pp |
| Annual return | 20.86% | 1049.14%-1028.3pp | 5156.16%-5135.3pp | 578.57%-557.7pp |
| Employer contribution / active EE | $3,591 | $5,256-31.7% | $4,696-23.5% | $4,876-26.4% |
| Participant deferral / active EE | $6,315 | $6,631-4.8% | $6,247+1.1% | $5,439+16.1% |
| Admin fee / account holder | $770 | $10,906-92.9% | $9,244-91.7% | $10,885-92.9% |