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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 | $91,136 | $175,259-48.0% | $149,723-39.1% | $139,487-34.7% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 20.53% | 166.82%-146.3pp | 134.50%-114.0pp | 373.84%-353.3pp |
| Employer contribution / active EE | $4,847 | $5,478-11.5% | $4,821+0.5% | $4,755+1.9% |
| Participant deferral / active EE | $7,347 | $6,522+12.7% | $5,682+29.3% | $6,713+9.5% |
| Admin fee / account holder | $1,734 | $16,158-89.3% | $13,215-86.9% | $11,407-84.8% |