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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 | $66,928 | $144,130-53.6% | $117,861-43.2% | $147,586-54.7% |
| Participation rate | 89.5% | 83.4%+6.1pp | 79.7%+9.8pp | 82.8%+6.6pp |
| Annual return | 15.25% | 531.20%-516.0pp | 335.11%-319.9pp | 578.59%-563.3pp |
| Employer contribution / active EE | $3,071 | $4,897-37.3% | $3,786-18.9% | $4,876-37.0% |
| Participant deferral / active EE | $7,337 | $5,316+38.0% | $4,482+63.7% | $5,439+34.9% |
| Admin fee / account holder | $13,861 | $10,887+27.3% | $8,021+72.8% | $10,886+27.3% |