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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 | $83,508 | $148,623-43.8% | $135,974-38.6% | $139,466-40.1% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 19.58% | 79.30%-59.7pp | 68.30%-48.7pp | 373.66%-354.1pp |
| Employer contribution / active EE | $13,654 | $5,246+160.3% | $4,859+181.0% | $4,754+187.2% |
| Participant deferral / active EE | $6,980 | $8,103-13.9% | $7,760-10.1% | $6,712+4.0% |
| Admin fee / account holder | $6,256 | $12,406-49.6% | $10,767-41.9% | $11,409-45.2% |