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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 | $92,506 | $107,363-13.8% | $92,909-0.4% | $152,897-39.5% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.5%+8.5pp |
| Annual return | 26.05% | 145.63%-119.6pp | 109.44%-83.4pp | 345.43%-319.4pp |
| Employer contribution / active EE | $2,837 | $4,222-32.8% | $3,653-22.4% | $4,764-40.4% |
| Participant deferral / active EE | $6,189 | $4,848+27.7% | $4,238+46.0% | $5,851+5.8% |
| Admin fee / account holder | $8,832 | $7,082+24.7% | $5,795+52.4% | $11,599-23.9% |