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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 | $80,756 | $180,749-55.3% | $160,784-49.8% | $137,256-41.2% |
| Participation rate | 92.3% | 80.0%+12.3pp | 77.0%+15.4pp | 80.0%+12.3pp |
| Annual return | 19.03% | 2234.46%-2215.4pp | 1803.92%-1784.9pp | 220.34%-201.3pp |
| Employer contribution / active EE | $2,720 | $4,155-34.5% | $3,733-27.1% | $4,156-34.6% |
| Participant deferral / active EE | $5,349 | $6,844-21.9% | $6,293-15.0% | $6,407-16.5% |
| Admin fee / account holder | $3,394 | $10,397-67.4% | $9,717-65.1% | $12,270-72.3% |