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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 | $92,961 | $210,698-55.9% | $178,014-47.8% | $145,959-36.3% |
| Participation rate | 72.7% | 80.8%-8.0pp | 77.1%-4.4pp | 80.3%-7.6pp |
| Annual return | 21.82% | 386.27%-364.5pp | 294.80%-273.0pp | 561.95%-540.1pp |
| Employer contribution / active EE | $8,408 | $4,567+84.1% | $3,950+112.9% | $4,661+80.4% |
| Participant deferral / active EE | $3,678 | $6,958-47.1% | $6,276-41.4% | $6,689-45.0% |
| Admin fee / account holder | $3,553 | $12,016-70.4% | $10,362-65.7% | $13,398-73.5% |