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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 | $173,265 | $169,356+2.3% | $129,406+33.9% | $145,897+18.8% |
| Participation rate | 83.3% | 76.5%+6.8pp | 69.6%+13.7pp | 80.3%+3.0pp |
| Annual return | 15.80% | 14418.62%-14402.8pp | 9468.18%-9452.4pp | 552.29%-536.5pp |
| Employer contribution / active EE | $1,961 | $5,542-64.6% | $4,155-52.8% | $4,663-57.9% |
| Participant deferral / active EE | $1,961 | $4,987-60.7% | $4,167-52.9% | $6,689-70.7% |
| Admin fee / account holder | $4,818 | $9,915-51.4% | $7,689-37.3% | $13,390-64.0% |