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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 | $95,742 | $148,623-35.6% | $135,974-29.6% | $139,466-31.4% |
| Participation rate | 95.0% | 83.9%+11.1pp | 81.9%+13.1pp | 80.3%+14.7pp |
| Annual return | 47.49% | 79.30%-31.8pp | 68.30%-20.8pp | 373.66%-326.2pp |
| Employer contribution / active EE | $4,037 | $5,246-23.1% | $4,859-16.9% | $4,754-15.1% |
| Participant deferral / active EE | $8,907 | $8,103+9.9% | $7,760+14.8% | $6,712+32.7% |
| Admin fee / account holder | $7,157 | $12,406-42.3% | $10,767-33.5% | $11,409-37.3% |