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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 | $90,769 | $148,623-38.9% | $135,974-33.2% | $139,466-34.9% |
| Participation rate | 88.2% | 83.9%+4.4pp | 81.9%+6.3pp | 80.3%+7.9pp |
| Annual return | 19.45% | 79.30%-59.8pp | 68.30%-48.9pp | 373.66%-354.2pp |
| Employer contribution / active EE | $7,046 | $5,246+34.3% | $4,859+45.0% | $4,754+48.2% |
| Participant deferral / active EE | $5,489 | $8,103-32.3% | $7,760-29.3% | $6,712-18.2% |
| Admin fee / account holder | $2,210 | $12,406-82.2% | $10,767-79.5% | $11,409-80.6% |