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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 | $84,005 | $175,259-52.1% | $149,723-43.9% | $139,487-39.8% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 23.63% | 166.82%-143.2pp | 134.50%-110.9pp | 373.84%-350.2pp |
| Employer contribution / active EE | $6,543 | $5,478+19.4% | $4,821+35.7% | $4,755+37.6% |
| Participant deferral / active EE | $2,361 | $6,522-63.8% | $5,682-58.4% | $6,713-64.8% |
| Admin fee / account holder | $1,333 | $16,158-91.7% | $13,215-89.9% | $11,407-88.3% |