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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 | $148,582-38.9% | $135,942-33.2% | $139,456-34.9% |
| Participation rate | 88.2% | 83.9%+4.4pp | 81.9%+6.3pp | 80.3%+7.9pp |
| Annual return | 19.45% | 79.26%-59.8pp | 68.28%-48.8pp | 373.45%-354.0pp |
| Employer contribution / active EE | $7,046 | $5,245+34.3% | $4,858+45.1% | $4,753+48.3% |
| Participant deferral / active EE | $5,489 | $8,101-32.2% | $7,759-29.3% | $6,711-18.2% |
| Admin fee / account holder | $2,210 | $12,402-82.2% | $10,764-79.5% | $11,407-80.6% |