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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 | $87,790 | $176,120-50.2% | $159,487-45.0% | $167,553-47.6% |
| Participation rate | 82.6% | 85.0%-2.3pp | 82.8%-0.2pp | 82.1%+0.5pp |
| Annual return | 20.17% | 331.95%-311.8pp | 263.71%-243.5pp | 478.89%-458.7pp |
| Employer contribution / active EE | $3,588 | $5,299-32.3% | $4,831-25.7% | $4,840-25.9% |
| Participant deferral / active EE | $6,978 | $7,752-10.0% | $7,354-5.1% | $6,343+10.0% |
| Admin fee / account holder | $1,460 | $12,561-88.4% | $10,804-86.5% | $12,316-88.1% |