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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 | $93,816 | $175,231-46.5% | $149,696-37.3% | $139,466-32.7% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 15.50% | 166.77%-151.3pp | 134.46%-119.0pp | 373.66%-358.2pp |
| Employer contribution / active EE | $2,889 | $5,478-47.3% | $4,821-40.1% | $4,754-39.2% |
| Participant deferral / active EE | $4,153 | $6,521-36.3% | $5,682-26.9% | $6,712-38.1% |
| Admin fee / account holder | $10,468 | $16,155-35.2% | $13,212-20.8% | $11,409-8.2% |