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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 | $79,022 | $175,231-54.9% | $149,696-47.2% | $139,466-43.3% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 19.14% | 166.77%-147.6pp | 134.46%-115.3pp | 373.66%-354.5pp |
| Employer contribution / active EE | $2,473 | $5,478-54.9% | $4,821-48.7% | $4,754-48.0% |
| Participant deferral / active EE | $7,229 | $6,521+10.9% | $5,682+27.2% | $6,712+7.7% |
| Admin fee / account holder | $4,509 | $16,155-72.1% | $13,212-65.9% | $11,409-60.5% |