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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 | $89,405 | $148,582-39.8% | $135,942-34.2% | $139,456-35.9% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 64.74% | 79.26%-14.5pp | 68.28%-3.5pp | 373.45%-308.7pp |
| Employer contribution / active EE | $7,723 | $5,245+47.2% | $4,858+59.0% | $4,753+62.5% |
| Participant deferral / active EE | $12,205 | $8,101+50.7% | $7,759+57.3% | $6,711+81.9% |
| Admin fee / account holder | $2,277 | $12,402-81.6% | $10,764-78.8% | $11,407-80.0% |