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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 | $76,759 | $175,257-56.2% | $149,717-48.7% | $139,456-45.0% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 12.28% | 166.70%-154.4pp | 134.41%-122.1pp | 373.45%-361.2pp |
| Employer contribution / active EE | $2,217 | $5,477-59.5% | $4,820-54.0% | $4,753-53.4% |
| Participant deferral / active EE | $5,509 | $6,521-15.5% | $5,682-3.0% | $6,711-17.9% |
| Admin fee / account holder | $23,629 | $16,156+46.3% | $13,213+78.8% | $11,407+107.1% |