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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 | $169,336+2.3% | $129,384+33.9% | $145,884+18.8% |
| Participation rate | 83.3% | 76.5%+6.8pp | 69.6%+13.7pp | 80.3%+3.0pp |
| Annual return | 15.80% | 14408.70%-14392.9pp | 9461.77%-9446.0pp | 551.85%-536.1pp |
| Employer contribution / active EE | $1,961 | $5,540-64.6% | $4,153-52.8% | $4,662-57.9% |
| Participant deferral / active EE | $1,961 | $4,985-60.7% | $4,166-52.9% | $6,690-70.7% |
| Admin fee / account holder | $4,818 | $9,912-51.4% | $7,686-37.3% | $13,392-64.0% |