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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 | $74,418 | $176,105-57.7% | $159,474-53.3% | $167,536-55.6% |
| Participation rate | 93.3% | 85.0%+8.4pp | 82.8%+10.5pp | 82.1%+11.2pp |
| Annual return | 13.24% | 331.91%-318.7pp | 263.68%-250.4pp | 478.82%-465.6pp |
| Employer contribution / active EE | $3,420 | $5,299-35.5% | $4,831-29.2% | $4,839-29.3% |
| Participant deferral / active EE | $7,796 | $7,751+0.6% | $7,353+6.0% | $6,342+22.9% |
| Admin fee / account holder | $15,450 | $12,559+23.0% | $10,802+43.0% | $12,315+25.5% |