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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 | $79,722 | $209,425-61.9% | $178,499-55.3% | $158,966-49.8% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 10.55% | 188.80%-178.2pp | 151.10%-140.6pp | 302.95%-292.4pp |
| Employer contribution / active EE | $3,182 | $5,707-44.2% | $5,011-36.5% | $4,762-33.2% |
| Participant deferral / active EE | $9,914 | $5,955+66.5% | $5,202+90.6% | $5,983+65.7% |
| Admin fee / account holder | $11,307 | $17,078-33.8% | $13,986-19.2% | $11,250+0.5% |