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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 | $64,715 | $175,257-63.1% | $149,717-56.8% | $139,456-53.6% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 18.54% | 166.70%-148.2pp | 134.41%-115.9pp | 373.45%-354.9pp |
| Employer contribution / active EE | $4,415 | $5,477-19.4% | $4,820-8.4% | $4,753-7.1% |
| Participant deferral / active EE | $9,581 | $6,521+46.9% | $5,682+68.6% | $6,711+42.8% |
| Admin fee / account holder | $20,958 | $16,156+29.7% | $13,213+58.6% | $11,407+83.7% |