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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 | $92,971 | $197,637-53.0% | $177,848-47.7% | $158,982-41.5% |
| Participation rate | 77.8% | 88.5%-10.8pp | 87.7%-9.9pp | 82.0%-4.2pp |
| Annual return | 9.34% | 58.77%-49.4pp | 48.33%-39.0pp | 302.99%-293.7pp |
| Employer contribution / active EE | $1,958 | $6,698-70.8% | $5,919-66.9% | $4,763-58.9% |
| Participant deferral / active EE | $7,110 | $8,405-15.4% | $7,714-7.8% | $5,983+18.8% |
| Admin fee / account holder | $20,066 | $15,406+30.2% | $12,431+61.4% | $11,252+78.3% |