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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 | $88,953 | $209,847-57.6% | $189,520-53.1% | $167,518-46.9% |
| Participation rate | 81.8% | 88.7%-6.8pp | 87.8%-6.0pp | 82.1%-0.3pp |
| Annual return | 17.71% | 748.45%-730.7pp | 555.25%-537.5pp | 478.71%-461.0pp |
| Employer contribution / active EE | $5,839 | $6,913-15.5% | $6,161-5.2% | $4,838+20.7% |
| Participant deferral / active EE | $8,861 | $8,934-0.8% | $8,220+7.8% | $6,342+39.7% |
| Admin fee / account holder | $5,612 | $14,295-60.7% | $12,046-53.4% | $12,312-54.4% |