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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 | $166,268-48.9% | $165,100-48.5% | $145,897-41.7% |
| Participation rate | 85.0% | 82.0%+3.0pp | 78.6%+6.4pp | 80.3%+4.7pp |
| Annual return | 9.49% | 100.52%-91.0pp | 70.21%-60.7pp | 552.29%-542.8pp |
| Employer contribution / active EE | $3,933 | $5,284-25.6% | $4,348-9.6% | $4,663-15.7% |
| Participant deferral / active EE | $8,794 | $6,964+26.3% | $6,035+45.7% | $6,689+31.5% |
| Admin fee / account holder | $18,466 | $16,659+10.8% | $12,696+45.5% | $13,390+37.9% |