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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 | $169,237-66.8% | $129,339-56.5% | $145,978-61.5% |
| Participation rate | 85.7% | 76.5%+9.2pp | 69.6%+16.1pp | 80.3%+5.4pp |
| Annual return | 14.38% | 14364.43%-14350.1pp | 9437.05%-9422.7pp | 550.52%-536.1pp |
| Employer contribution / active EE | $4,294 | $5,540-22.5% | $4,154+3.4% | $4,662-7.9% |
| Participant deferral / active EE | $14,759 | $4,991+195.7% | $4,170+253.9% | $6,690+120.6% |
| Admin fee / account holder | $4,025 | $9,882-59.3% | $7,668-47.5% | $13,400-70.0% |