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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 | $50,391 | $175,259-71.2% | $149,723-66.3% | $139,487-63.9% |
| Participation rate | 91.3% | 83.4%+7.9pp | 78.8%+12.5pp | 80.3%+11.0pp |
| Annual return | 14.00% | 166.82%-152.8pp | 134.50%-120.5pp | 373.84%-359.8pp |
| Employer contribution / active EE | $5,833 | $5,478+6.5% | $4,821+21.0% | $4,755+22.7% |
| Participant deferral / active EE | $6,466 | $6,522-0.8% | $5,682+13.8% | $6,713-3.7% |
| Admin fee / account holder | $10,471 | $16,158-35.2% | $13,215-20.8% | $11,407-8.2% |