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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 | $93,162 | $159,934-41.7% | $147,005-36.6% | $145,959-36.2% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 18.15% | 98.24%-80.1pp | 418.76%-400.6pp | 561.95%-543.8pp |
| Employer contribution / active EE | $5,120 | $5,287-3.2% | $4,934+3.8% | $4,661+9.8% |
| Participant deferral / active EE | $8,557 | $8,427+1.5% | $8,070+6.0% | $6,689+27.9% |
| Admin fee / account holder | $15,915 | $15,053+5.7% | $13,006+22.4% | $13,398+18.8% |