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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 | $83,906 | $176,105-52.4% | $159,474-47.4% | $167,536-49.9% |
| Participation rate | 94.4% | 85.0%+9.5pp | 82.8%+11.6pp | 82.1%+12.3pp |
| Annual return | 17.49% | 331.91%-314.4pp | 263.68%-246.2pp | 478.82%-461.3pp |
| Employer contribution / active EE | $6,411 | $5,299+21.0% | $4,831+32.7% | $4,839+32.5% |
| Participant deferral / active EE | $3,581 | $7,751-53.8% | $7,353-51.3% | $6,342-43.5% |
| Admin fee / account holder | $4,349 | $12,559-65.4% | $10,802-59.7% | $12,315-64.7% |