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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 | $90,109 | $175,259-48.6% | $149,723-39.8% | $139,487-35.4% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 20.06% | 166.82%-146.8pp | 134.50%-114.4pp | 373.84%-353.8pp |
| Employer contribution / active EE | $2,563 | $5,478-53.2% | $4,821-46.8% | $4,755-46.1% |
| Participant deferral / active EE | $5,397 | $6,522-17.2% | $5,682-5.0% | $6,713-19.6% |
| Admin fee / account holder | $958 | $16,158-94.1% | $13,215-92.7% | $11,407-91.6% |