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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 | $96,769 | $175,259-44.8% | $149,723-35.4% | $139,487-30.6% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 19.37% | 166.82%-147.5pp | 134.50%-115.1pp | 373.84%-354.5pp |
| Employer contribution / active EE | $6,826 | $5,478+24.6% | $4,821+41.6% | $4,755+43.6% |
| Participant deferral / active EE | $7,398 | $6,522+13.4% | $5,682+30.2% | $6,713+10.2% |
| Admin fee / account holder | $8,821 | $16,158-45.4% | $13,215-33.3% | $11,407-22.7% |