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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 | $84,676 | $209,422-59.6% | $178,503-52.6% | $158,982-46.7% |
| Participation rate | 86.4% | 86.4%0pp | 81.9%+4.4pp | 82.0%+4.4pp |
| Annual return | 13.97% | 188.81%-174.8pp | 151.12%-137.1pp | 302.99%-289.0pp |
| Employer contribution / active EE | $5,127 | $5,707-10.2% | $5,011+2.3% | $4,763+7.6% |
| Participant deferral / active EE | $5,803 | $5,955-2.6% | $5,202+11.5% | $5,983-3.0% |
| Admin fee / account holder | $18,495 | $17,079+8.3% | $13,987+32.2% | $11,252+64.4% |