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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 | $89,371 | $176,120-49.3% | $159,487-44.0% | $167,553-46.7% |
| Participation rate | 95.0% | 85.0%+10.0pp | 82.8%+12.2pp | 82.1%+12.9pp |
| Annual return | 14.84% | 331.95%-317.1pp | 263.71%-248.9pp | 478.89%-464.1pp |
| Employer contribution / active EE | $5,083 | $5,299-4.1% | $4,831+5.2% | $4,840+5.0% |
| Participant deferral / active EE | $9,057 | $7,752+16.8% | $7,354+23.2% | $6,343+42.8% |
| Admin fee / account holder | $26,707 | $12,561+112.6% | $10,804+147.2% | $12,316+116.8% |