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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 | $56,225 | $169,356-66.8% | $129,406-56.6% | $145,897-61.5% |
| Participation rate | 85.7% | 76.5%+9.2pp | 69.6%+16.1pp | 80.3%+5.4pp |
| Annual return | 14.38% | 14418.62%-14404.2pp | 9468.18%-9453.8pp | 552.29%-537.9pp |
| Employer contribution / active EE | $4,294 | $5,542-22.5% | $4,155+3.3% | $4,663-7.9% |
| Participant deferral / active EE | $14,759 | $4,987+196.0% | $4,167+254.2% | $6,689+120.6% |
| Admin fee / account holder | $4,025 | $9,915-59.4% | $7,689-47.6% | $13,390-69.9% |