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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 | $79,121 | $175,231-54.8% | $149,696-47.1% | $139,466-43.3% |
| Participation rate | 86.7% | 83.4%+3.3pp | 78.8%+7.9pp | 80.3%+6.3pp |
| Annual return | 12.33% | 166.77%-154.4pp | 134.46%-122.1pp | 373.66%-361.3pp |
| Employer contribution / active EE | $1,623 | $5,478-70.4% | $4,821-66.3% | $4,754-65.9% |
| Participant deferral / active EE | $5,929 | $6,521-9.1% | $5,682+4.3% | $6,712-11.7% |
| Admin fee / account holder | $18,056 | $16,155+11.8% | $13,212+36.7% | $11,409+58.3% |