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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 | $55,531 | $134,817-58.8% | $123,973-55.2% | $155,188-64.2% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.7%+6.7pp | 80.8%+2.5pp |
| Annual return | 21.21% | 515.49%-494.3pp | 388.13%-366.9pp | 148.84%-127.6pp |
| Employer contribution / active EE | $4,195 | $4,425-5.2% | $4,126+1.7% | $4,248-1.3% |
| Participant deferral / active EE | $6,620 | $5,706+16.0% | $5,247+26.2% | $6,531+1.4% |
| Admin fee / account holder | $2,826 | $13,245-78.7% | $11,799-76.0% | $14,480-80.5% |