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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 | $95,255 | $209,422-54.5% | $178,503-46.6% | $158,982-40.1% |
| Participation rate | 86.7% | 86.4%+0.3pp | 81.9%+4.7pp | 82.0%+4.7pp |
| Annual return | 12.37% | 188.81%-176.4pp | 151.12%-138.7pp | 302.99%-290.6pp |
| Employer contribution / active EE | $1,325 | $5,707-76.8% | $5,011-73.6% | $4,763-72.2% |
| Participant deferral / active EE | $3,385 | $5,955-43.2% | $5,202-34.9% | $5,983-43.4% |
| Admin fee / account holder | $17,131 | $17,079+0.3% | $13,987+22.5% | $11,252+52.3% |