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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 | $89,745 | $175,231-48.8% | $149,696-40.0% | $139,466-35.7% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 16.76% | 166.77%-150.0pp | 134.46%-117.7pp | 373.66%-356.9pp |
| Employer contribution / active EE | $2,357 | $5,478-57.0% | $4,821-51.1% | $4,754-50.4% |
| Participant deferral / active EE | $6,228 | $6,521-4.5% | $5,682+9.6% | $6,712-7.2% |
| Admin fee / account holder | $16,723 | $16,155+3.5% | $13,212+26.6% | $11,409+46.6% |