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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 | $93,885 | $166,131-43.5% | $164,975-43.1% | $145,877-35.6% |
| Participation rate | 94.4% | 82.0%+12.4pp | 78.6%+15.8pp | 80.3%+14.1pp |
| Annual return | 9.76% | 100.37%-90.6pp | 70.12%-60.4pp | 551.28%-541.5pp |
| Employer contribution / active EE | $4,883 | $5,276-7.4% | $4,343+12.4% | $4,663+4.7% |
| Participant deferral / active EE | $4,667 | $6,962-33.0% | $6,033-22.7% | $6,691-30.2% |
| Admin fee / account holder | $1,614 | $16,648-90.3% | $12,688-87.3% | $13,402-88.0% |