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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 | $81,711 | $209,428-61.0% | $178,498-54.2% | $158,950-48.6% |
| Participation rate | 93.3% | 86.4%+7.0pp | 81.9%+11.4pp | 82.0%+11.4pp |
| Annual return | 20.99% | 188.78%-167.8pp | 151.09%-130.1pp | 302.91%-281.9pp |
| Employer contribution / active EE | $2,283 | $5,707-60.0% | $5,011-54.4% | $4,762-52.1% |
| Participant deferral / active EE | $3,504 | $5,955-41.2% | $5,202-32.6% | $5,983-41.4% |
| Admin fee / account holder | $3,964 | $17,077-76.8% | $13,985-71.7% | $11,248-64.8% |