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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 | $97,660 | $148,623-34.3% | $135,974-28.2% | $139,466-30.0% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 17.45% | 79.30%-61.8pp | 68.30%-50.9pp | 373.66%-356.2pp |
| Employer contribution / active EE | $5,137 | $5,246-2.1% | $4,859+5.7% | $4,754+8.1% |
| Participant deferral / active EE | $16,208 | $8,103+100.0% | $7,760+108.9% | $6,712+141.5% |
| Admin fee / account holder | $24,263 | $12,406+95.6% | $10,767+125.4% | $11,409+112.7% |