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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 | $103,700 | $183,539-43.5% | $155,556-33.3% | $145,897-28.9% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 8.88% | 61.31%-52.4pp | 64.84%-56.0pp | 552.29%-543.4pp |
| Employer contribution / active EE | $3,581 | $5,315-32.6% | $4,675-23.4% | $4,663-23.2% |
| Participant deferral / active EE | $9,570 | $6,467+48.0% | $5,631+70.0% | $6,689+43.1% |
| Admin fee / account holder | $19,322 | $19,275+0.2% | $15,885+21.6% | $13,390+44.3% |