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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 | $97,395 | $202,463-51.9% | $169,397-42.5% | $139,487-30.2% |
| Participation rate | 90.0% | 81.1%+8.9pp | 77.2%+12.8pp | 80.3%+9.7pp |
| Annual return | 20.22% | 532.64%-512.4pp | 406.23%-386.0pp | 373.84%-353.6pp |
| Employer contribution / active EE | $4,424 | $4,694-5.8% | $4,013+10.2% | $4,755-7.0% |
| Participant deferral / active EE | $5,008 | $6,941-27.9% | $6,223-19.5% | $6,713-25.4% |
| Admin fee / account holder | $909 | $10,726-91.5% | $9,017-89.9% | $11,407-92.0% |