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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 | $96,196 | $198,457-51.5% | $170,435-43.6% | $147,586-34.8% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 12.43% | 257.30%-244.9pp | 205.94%-193.5pp | 578.59%-566.2pp |
| Employer contribution / active EE | $2,679 | $6,183-56.7% | $5,432-50.7% | $4,876-45.1% |
| Participant deferral / active EE | $5,830 | $5,629+3.6% | $4,939+18.0% | $5,439+7.2% |
| Admin fee / account holder | $10,269 | $16,852-39.1% | $13,881-26.0% | $10,886-5.7% |