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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 | $106,266 | $175,259-39.4% | $149,723-29.0% | $139,487-23.8% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 20.51% | 166.82%-146.3pp | 134.50%-114.0pp | 373.84%-353.3pp |
| Employer contribution / active EE | $2,792 | $5,478-49.0% | $4,821-42.1% | $4,755-41.3% |
| Participant deferral / active EE | $5,529 | $6,522-15.2% | $5,682-2.7% | $6,713-17.6% |
| Admin fee / account holder | $1,326 | $16,158-91.8% | $13,215-90.0% | $11,407-88.4% |