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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 | $62,152 | $180,749-65.6% | $160,784-61.3% | $137,256-54.7% |
| Participation rate | 90.5% | 80.0%+10.5pp | 77.0%+13.5pp | 80.0%+10.5pp |
| Annual return | 11.88% | 2234.46%-2222.6pp | 1803.92%-1792.0pp | 220.34%-208.5pp |
| Employer contribution / active EE | $7,619 | $4,155+83.4% | $3,733+104.1% | $4,156+83.3% |
| Participant deferral / active EE | $1,179 | $6,844-82.8% | $6,293-81.3% | $6,407-81.6% |
| Admin fee / account holder | $18,832 | $10,397+81.1% | $9,717+93.8% | $12,270+53.5% |