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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 | $80,845 | $176,120-54.1% | $159,487-49.3% | $167,553-51.7% |
| Participation rate | 95.0% | 85.0%+10.0pp | 82.8%+12.2pp | 82.1%+12.9pp |
| Annual return | 15.68% | 331.95%-316.3pp | 263.71%-248.0pp | 478.89%-463.2pp |
| Employer contribution / active EE | $5,599 | $5,299+5.6% | $4,831+15.9% | $4,840+15.7% |
| Participant deferral / active EE | $15,532 | $7,752+100.4% | $7,354+111.2% | $6,343+144.9% |
| Admin fee / account holder | $3,080 | $12,561-75.5% | $10,804-71.5% | $12,316-75.0% |