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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 | $102,800 | $166,242-38.2% | $165,071-37.7% | $145,884-29.5% |
| Participation rate | 95.0% | 82.0%+13.0pp | 78.6%+16.4pp | 80.3%+14.7pp |
| Annual return | 14.93% | 100.44%-85.5pp | 70.17%-55.2pp | 551.85%-536.9pp |
| Employer contribution / active EE | $2,857 | $5,283-45.9% | $4,347-34.3% | $4,662-38.7% |
| Participant deferral / active EE | $9,518 | $6,964+36.7% | $6,035+57.7% | $6,690+42.3% |
| Admin fee / account holder | $1,616 | $16,658-90.3% | $12,695-87.3% | $13,392-87.9% |