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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 | $68,790 | $175,231-60.7% | $149,696-54.0% | $139,466-50.7% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 18.32% | 166.77%-148.4pp | 134.46%-116.1pp | 373.66%-355.3pp |
| Employer contribution / active EE | $2,635 | $5,478-51.9% | $4,821-45.3% | $4,754-44.6% |
| Participant deferral / active EE | $5,102 | $6,521-21.8% | $5,682-10.2% | $6,712-24.0% |
| Admin fee / account holder | $2,348 | $16,155-85.5% | $13,212-82.2% | $11,409-79.4% |