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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 | $175,212-43.4% | $149,682-33.7% | $139,427-28.8% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 14.57% | 166.63%-152.1pp | 134.35%-119.8pp | 373.27%-358.7pp |
| Employer contribution / active EE | $2,119 | $5,475-61.3% | $4,818-56.0% | $4,752-55.4% |
| Participant deferral / active EE | $7,443 | $6,520+14.2% | $5,681+31.0% | $6,711+10.9% |
| Admin fee / account holder | $16,218 | $16,150+0.4% | $13,210+22.8% | $11,404+42.2% |