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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 | $64,895 | $175,231-63.0% | $149,696-56.6% | $139,466-53.5% |
| Participation rate | 86.4% | 83.4%+3.0pp | 78.8%+7.6pp | 80.3%+6.0pp |
| Annual return | 24.89% | 166.77%-141.9pp | 134.46%-109.6pp | 373.66%-348.8pp |
| Employer contribution / active EE | $5,665 | $5,478+3.4% | $4,821+17.5% | $4,754+19.2% |
| Participant deferral / active EE | $5,390 | $6,521-17.3% | $5,682-5.1% | $6,712-19.7% |
| Admin fee / account holder | $3,438 | $16,155-78.7% | $13,212-74.0% | $11,409-69.9% |