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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 | $93,414 | $160,028-41.6% | $147,080-36.5% | $145,884-36.0% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 23.01% | 98.60%-75.6pp | 420.17%-397.2pp | 551.85%-528.8pp |
| Employer contribution / active EE | $4,397 | $5,286-16.8% | $4,933-10.9% | $4,662-5.7% |
| Participant deferral / active EE | $9,910 | $8,422+17.7% | $8,066+22.9% | $6,690+48.1% |
| Admin fee / account holder | $25,804 | $15,030+71.7% | $12,989+98.7% | $13,392+92.7% |