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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 | $104,125 | $198,462-47.5% | $170,439-38.9% | $147,585-29.4% |
| Participation rate | 81.0% | 88.0%-7.0pp | 83.6%-2.6pp | 82.8%-1.9pp |
| Annual return | 17.14% | 257.30%-240.2pp | 205.94%-188.8pp | 578.58%-561.4pp |
| Employer contribution / active EE | $3,200 | $6,184-48.2% | $5,433-41.1% | $4,876-34.4% |
| Participant deferral / active EE | $5,287 | $5,629-6.1% | $4,939+7.0% | $5,439-2.8% |
| Admin fee / account holder | $863 | $16,852-94.9% | $13,881-93.8% | $10,886-92.1% |