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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 | $79,906 | $198,462-59.7% | $170,439-53.1% | $147,585-45.9% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 14.91% | 257.30%-242.4pp | 205.94%-191.0pp | 578.58%-563.7pp |
| Employer contribution / active EE | $3,459 | $6,184-44.1% | $5,433-36.3% | $4,876-29.1% |
| Participant deferral / active EE | $4,454 | $5,629-20.9% | $4,939-9.8% | $5,439-18.1% |
| Admin fee / account holder | $3,995 | $16,852-76.3% | $13,881-71.2% | $10,886-63.3% |