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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 | $110,609 | $185,905-40.5% | $170,057-35.0% | $139,487-20.7% |
| Participation rate | 91.7% | 87.8%+3.9pp | 87.0%+4.7pp | 80.3%+11.3pp |
| Annual return | 16.30% | 60.56%-44.3pp | 53.42%-37.1pp | 373.84%-357.5pp |
| Employer contribution / active EE | $2,961 | $7,597-61.0% | $6,790-56.4% | $4,755-37.7% |
| Participant deferral / active EE | $6,061 | $11,627-47.9% | $10,411-41.8% | $6,713-9.7% |
| Admin fee / account holder | $8,376 | $15,397-45.6% | $12,826-34.7% | $11,407-26.6% |