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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 | $96,119 | $198,457-51.6% | $170,435-43.6% | $147,586-34.9% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 18.42% | 257.30%-238.9pp | 205.94%-187.5pp | 578.59%-560.2pp |
| Employer contribution / active EE | $2,888 | $6,183-53.3% | $5,432-46.8% | $4,876-40.8% |
| Participant deferral / active EE | $7,660 | $5,629+36.1% | $4,939+55.1% | $5,439+40.8% |
| Admin fee / account holder | $2,882 | $16,852-82.9% | $13,881-79.2% | $10,886-73.5% |