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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 | $75,125 | $150,445-50.1% | $136,297-44.9% | $147,585-49.1% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 17.06% | 1049.14%-1032.1pp | 5156.16%-5139.1pp | 578.57%-561.5pp |
| Employer contribution / active EE | $1,916 | $5,256-63.5% | $4,696-59.2% | $4,876-60.7% |
| Participant deferral / active EE | $6,004 | $6,631-9.5% | $6,247-3.9% | $5,439+10.4% |
| Admin fee / account holder | $1,063 | $10,906-90.3% | $9,244-88.5% | $10,885-90.2% |