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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 | $95,432 | $196,972-51.6% | $182,262-47.6% | $198,609-51.9% |
| Participation rate | 88.2% | 85.7%+2.5pp | 84.2%+4.0pp | 82.4%+5.9pp |
| Annual return | 8.45% | 158.27%-149.8pp | 140.60%-132.1pp | 202.70%-194.2pp |
| Employer contribution / active EE | $8,441 | $5,364+57.4% | $5,046+67.3% | $5,055+67.0% |
| Participant deferral / active EE | $9,384 | $8,643+8.6% | $8,276+13.4% | $6,977+34.5% |
| Admin fee / account holder | $32,387 | $18,429+75.7% | $16,712+93.8% | $19,030+70.2% |