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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 | $91,024 | $183,592-50.4% | $155,567-41.5% | $145,959-37.6% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 15.56% | 61.24%-45.7pp | 64.74%-49.2pp | 561.95%-546.4pp |
| Employer contribution / active EE | $4,603 | $5,315-13.4% | $4,674-1.5% | $4,661-1.2% |
| Participant deferral / active EE | $4,525 | $6,464-30.0% | $5,628-19.6% | $6,689-32.3% |
| Admin fee / account holder | $1,702 | $19,318-91.2% | $15,916-89.3% | $13,398-87.3% |