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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 | $84,995 | $166,131-48.8% | $164,975-48.5% | $145,877-41.7% |
| Participation rate | 85.0% | 82.0%+3.0pp | 78.6%+6.4pp | 80.3%+4.7pp |
| Annual return | 9.49% | 100.37%-90.9pp | 70.12%-60.6pp | 551.28%-541.8pp |
| Employer contribution / active EE | $3,933 | $5,276-25.5% | $4,343-9.4% | $4,663-15.7% |
| Participant deferral / active EE | $8,794 | $6,962+26.3% | $6,033+45.8% | $6,691+31.4% |
| Admin fee / account holder | $18,466 | $16,648+10.9% | $12,688+45.5% | $13,402+37.8% |