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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 | $78,267 | $175,259-55.3% | $149,723-47.7% | $139,487-43.9% |
| Participation rate | 93.3% | 83.4%+9.9pp | 78.8%+14.6pp | 80.3%+13.0pp |
| Annual return | 12.81% | 166.82%-154.0pp | 134.50%-121.7pp | 373.84%-361.0pp |
| Employer contribution / active EE | $2,073 | $5,478-62.2% | $4,821-57.0% | $4,755-56.4% |
| Participant deferral / active EE | $7,680 | $6,522+17.8% | $5,682+35.2% | $6,713+14.4% |
| Admin fee / account holder | $14,278 | $16,158-11.6% | $13,215+8.0% | $11,407+25.2% |