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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 | $91,133 | $175,259-48.0% | $149,723-39.1% | $139,487-34.7% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 18.67% | 166.82%-148.2pp | 134.50%-115.8pp | 373.84%-355.2pp |
| Employer contribution / active EE | $5,144 | $5,478-6.1% | $4,821+6.7% | $4,755+8.2% |
| Participant deferral / active EE | $6,133 | $6,522-6.0% | $5,682+7.9% | $6,713-8.6% |
| Admin fee / account holder | $2,322 | $16,158-85.6% | $13,215-82.4% | $11,407-79.6% |