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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 | $88,457 | $209,422-57.8% | $178,503-50.4% | $158,982-44.4% |
| Participation rate | 78.6% | 86.4%-7.8pp | 81.9%-3.4pp | 82.0%-3.4pp |
| Annual return | 9.92% | 188.81%-178.9pp | 151.12%-141.2pp | 302.99%-293.1pp |
| Employer contribution / active EE | $4,313 | $5,707-24.4% | $5,011-13.9% | $4,763-9.4% |
| Participant deferral / active EE | $6,198 | $5,955+4.1% | $5,202+19.1% | $5,983+3.6% |
| Admin fee / account holder | $5,883 | $17,079-65.6% | $13,987-57.9% | $11,252-47.7% |