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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 | $89,029 | $183,988-51.6% | $162,177-45.1% | $152,897-41.8% |
| Participation rate | 70.8% | 88.5%-17.7pp | 87.6%-16.7pp | 82.5%-11.6pp |
| Annual return | 25.94% | 150.79%-124.8pp | 115.60%-89.7pp | 345.43%-319.5pp |
| Employer contribution / active EE | $2,403 | $6,370-62.3% | $5,613-57.2% | $4,764-49.5% |
| Participant deferral / active EE | $6,053 | $8,032-24.6% | $7,297-17.0% | $5,851+3.5% |
| Admin fee / account holder | $7,872 | $13,123-40.0% | $10,843-27.4% | $11,599-32.1% |