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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 | $91,537 | $198,457-53.9% | $170,435-46.3% | $147,586-38.0% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 22.00% | 257.30%-235.3pp | 205.94%-183.9pp | 578.59%-556.6pp |
| Employer contribution / active EE | $2,948 | $6,183-52.3% | $5,432-45.7% | $4,876-39.5% |
| Participant deferral / active EE | $5,888 | $5,629+4.6% | $4,939+19.2% | $5,439+8.3% |
| Admin fee / account holder | $16,863 | $16,852+0.1% | $13,881+21.5% | $10,886+54.9% |