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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 | $93,246 | $176,120-47.1% | $159,487-41.5% | $167,553-44.3% |
| Participation rate | 95.0% | 85.0%+10.0pp | 82.8%+12.2pp | 82.1%+12.9pp |
| Annual return | 13.00% | 331.95%-318.9pp | 263.71%-250.7pp | 478.89%-465.9pp |
| Employer contribution / active EE | $2,643 | $5,299-50.1% | $4,831-45.3% | $4,840-45.4% |
| Participant deferral / active EE | $5,014 | $7,752-35.3% | $7,354-31.8% | $6,343-20.9% |
| Admin fee / account holder | $1,454 | $12,561-88.4% | $10,804-86.5% | $12,316-88.2% |