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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 | $81,153 | $180,749-55.1% | $160,784-49.5% | $137,256-40.9% |
| Participation rate | 91.7% | 80.0%+11.7pp | 77.0%+14.7pp | 80.0%+11.7pp |
| Annual return | 11.51% | 2234.46%-2223.0pp | 1803.92%-1792.4pp | 220.34%-208.8pp |
| Employer contribution / active EE | $2,545 | $4,155-38.8% | $3,733-31.8% | $4,156-38.8% |
| Participant deferral / active EE | $6,984 | $6,844+2.0% | $6,293+11.0% | $6,407+9.0% |
| Admin fee / account holder | $1,706 | $10,397-83.6% | $9,717-82.4% | $12,270-86.1% |