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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 | $93,542 | $209,422-55.3% | $178,503-47.6% | $158,982-41.2% |
| Participation rate | 90.5% | 86.4%+4.1pp | 81.9%+8.5pp | 82.0%+8.5pp |
| Annual return | 17.54% | 188.81%-171.3pp | 151.12%-133.6pp | 302.99%-285.4pp |
| Employer contribution / active EE | $2,725 | $5,707-52.3% | $5,011-45.6% | $4,763-42.8% |
| Participant deferral / active EE | $4,563 | $5,955-23.4% | $5,202-12.3% | $5,983-23.7% |
| Admin fee / account holder | $4,199 | $17,079-75.4% | $13,987-70.0% | $11,252-62.7% |