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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 | $99,490 | $175,259-43.2% | $149,723-33.6% | $139,487-28.7% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 16.81% | 166.82%-150.0pp | 134.50%-117.7pp | 373.84%-357.0pp |
| Employer contribution / active EE | $3,160 | $5,478-42.3% | $4,821-34.5% | $4,755-33.5% |
| Participant deferral / active EE | $6,197 | $6,522-5.0% | $5,682+9.1% | $6,713-7.7% |
| Admin fee / account holder | $1,794 | $16,158-88.9% | $13,215-86.4% | $11,407-84.3% |