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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 | $85,549 | $210,698-59.4% | $178,014-51.9% | $145,959-41.4% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 13.48% | 386.27%-372.8pp | 294.80%-281.3pp | 561.95%-548.5pp |
| Employer contribution / active EE | $5,112 | $4,567+11.9% | $3,950+29.4% | $4,661+9.7% |
| Participant deferral / active EE | $15,828 | $6,958+127.5% | $6,276+152.2% | $6,689+136.6% |
| Admin fee / account holder | $3,775 | $12,016-68.6% | $10,362-63.6% | $13,398-71.8% |