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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 | $126,312 | $183,592-31.2% | $155,567-18.8% | $145,959-13.5% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 17.17% | 61.24%-44.1pp | 64.74%-47.6pp | 561.95%-544.8pp |
| Employer contribution / active EE | $1,961 | $5,315-63.1% | $4,674-58.1% | $4,661-57.9% |
| Participant deferral / active EE | $6,828 | $6,464+5.6% | $5,628+21.3% | $6,689+2.1% |
| Admin fee / account holder | $8,052 | $19,318-58.3% | $15,916-49.4% | $13,398-39.9% |