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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 | $82,604 | $180,749-54.3% | $160,784-48.6% | $137,256-39.8% |
| Participation rate | 93.3% | 80.0%+13.4pp | 77.0%+16.4pp | 80.0%+13.4pp |
| Annual return | 14.77% | 2234.46%-2219.7pp | 1803.92%-1789.1pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,884 | $4,155-30.6% | $3,733-22.7% | $4,156-30.6% |
| Participant deferral / active EE | $7,129 | $6,844+4.2% | $6,293+13.3% | $6,407+11.3% |
| Admin fee / account holder | $4,204 | $10,397-59.6% | $9,717-56.7% | $12,270-65.7% |