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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 | $70,061 | $169,356-58.6% | $129,406-45.9% | $145,897-52.0% |
| Participation rate | 95.7% | 76.5%+19.1pp | 69.6%+26.0pp | 80.3%+15.3pp |
| Annual return | 14.43% | 14418.62%-14404.2pp | 9468.18%-9453.7pp | 552.29%-537.9pp |
| Employer contribution / active EE | $2,644 | $5,542-52.3% | $4,155-36.4% | $4,663-43.3% |
| Participant deferral / active EE | $6,454 | $4,987+29.4% | $4,167+54.9% | $6,689-3.5% |
| Admin fee / account holder | $5,792 | $9,915-41.6% | $7,689-24.7% | $13,390-56.7% |