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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 | $209,405-55.3% | $178,486-47.6% | $158,931-41.1% |
| Participation rate | 90.5% | 86.4%+4.1pp | 81.9%+8.6pp | 82.0%+8.5pp |
| Annual return | 17.54% | 188.77%-171.2pp | 151.08%-133.5pp | 302.86%-285.3pp |
| Employer contribution / active EE | $2,725 | $5,707-52.3% | $5,011-45.6% | $4,761-42.8% |
| Participant deferral / active EE | $4,563 | $5,954-23.4% | $5,202-12.3% | $5,982-23.7% |
| Admin fee / account holder | $4,199 | $17,076-75.4% | $13,985-70.0% | $11,247-62.7% |