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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 | $107,785 | $166,268-35.2% | $165,100-34.7% | $145,897-26.1% |
| Participation rate | 95.2% | 82.0%+13.2pp | 78.6%+16.6pp | 80.3%+14.9pp |
| Annual return | 13.75% | 100.52%-86.8pp | 70.21%-56.5pp | 552.29%-538.5pp |
| Employer contribution / active EE | $2,373 | $5,284-55.1% | $4,348-45.4% | $4,663-49.1% |
| Participant deferral / active EE | $5,876 | $6,964-15.6% | $6,035-2.6% | $6,689-12.2% |
| Admin fee / account holder | $10,813 | $16,659-35.1% | $12,696-14.8% | $13,390-19.2% |