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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 | $99,739 | $196,972-49.4% | $182,262-45.3% | $198,609-49.8% |
| Participation rate | 93.3% | 85.7%+7.6pp | 84.2%+9.1pp | 82.4%+11.0pp |
| Annual return | 16.81% | 158.27%-141.5pp | 140.60%-123.8pp | 202.70%-185.9pp |
| Employer contribution / active EE | $4,093 | $5,364-23.7% | $5,046-18.9% | $5,055-19.0% |
| Participant deferral / active EE | $11,157 | $8,643+29.1% | $8,276+34.8% | $6,977+59.9% |
| Admin fee / account holder | $30,033 | $18,429+63.0% | $16,712+79.7% | $19,030+57.8% |