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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 | $99,243 | $175,259-43.4% | $149,723-33.7% | $139,487-28.9% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 14.57% | 166.82%-152.3pp | 134.50%-119.9pp | 373.84%-359.3pp |
| Employer contribution / active EE | $2,119 | $5,478-61.3% | $4,821-56.0% | $4,755-55.4% |
| Participant deferral / active EE | $7,443 | $6,522+14.1% | $5,682+31.0% | $6,713+10.9% |
| Admin fee / account holder | $16,218 | $16,158+0.4% | $13,215+22.7% | $11,407+42.2% |