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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 | $109,871 | $175,231-37.3% | $149,696-26.6% | $139,466-21.2% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 19.08% | 166.77%-147.7pp | 134.46%-115.4pp | 373.66%-354.6pp |
| Employer contribution / active EE | $2,748 | $5,478-49.8% | $4,821-43.0% | $4,754-42.2% |
| Participant deferral / active EE | $4,337 | $6,521-33.5% | $5,682-23.7% | $6,712-35.4% |
| Admin fee / account holder | $15,859 | $16,155-1.8% | $13,212+20.0% | $11,409+39.0% |