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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 | $93,705 | $175,231-46.5% | $149,696-37.4% | $139,466-32.8% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 21.94% | 166.77%-144.8pp | 134.46%-112.5pp | 373.66%-351.7pp |
| Employer contribution / active EE | $8,299 | $5,478+51.5% | $4,821+72.1% | $4,754+74.6% |
| Participant deferral / active EE | $7,692 | $6,521+18.0% | $5,682+35.4% | $6,712+14.6% |
| Admin fee / account holder | $2,831 | $16,155-82.5% | $13,212-78.6% | $11,409-75.2% |