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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 | $96,861 | $209,422-53.7% | $178,503-45.7% | $158,982-39.1% |
| Participation rate | 81.8% | 86.4%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 7.98% | 188.81%-180.8pp | 151.12%-143.1pp | 302.99%-295.0pp |
| Employer contribution / active EE | $4,909 | $5,707-14.0% | $5,011-2.0% | $4,763+3.1% |
| Participant deferral / active EE | $3,552 | $5,955-40.4% | $5,202-31.7% | $5,983-40.6% |
| Admin fee / account holder | $42,973 | $17,079+151.6% | $13,987+207.2% | $11,252+281.9% |