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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 | $84,424 | $196,972-57.1% | $182,262-53.7% | $198,609-57.5% |
| Participation rate | 91.7% | 85.7%+6.0pp | 84.2%+7.5pp | 82.4%+9.3pp |
| Annual return | 15.69% | 158.27%-142.6pp | 140.60%-124.9pp | 202.70%-187.0pp |
| Employer contribution / active EE | $2,693 | $5,364-49.8% | $5,046-46.6% | $5,055-46.7% |
| Participant deferral / active EE | $7,950 | $8,643-8.0% | $8,276-3.9% | $6,977+14.0% |
| Admin fee / account holder | $5,219 | $18,429-71.7% | $16,712-68.8% | $19,030-72.6% |