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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 | $91,532 | $138,076-33.7% | $123,553-25.9% | $135,380-32.4% |
| Participation rate | 95.0% | 84.7%+10.3pp | 82.3%+12.7pp | 82.6%+12.4pp |
| Annual return | 6.02% | 153.70%-147.7pp | 119.21%-113.2pp | 519.81%-513.8pp |
| Employer contribution / active EE | $12,008 | $5,152+133.1% | $4,628+159.5% | $4,779+151.3% |
| Participant deferral / active EE | $6,553 | $6,800-3.6% | $6,426+2.0% | $5,609+16.8% |
| Admin fee / account holder | $3,119 | $10,917-71.4% | $9,284-66.4% | $10,828-71.2% |