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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 | $132,171 | $197,637-33.1% | $177,848-25.7% | $158,982-16.9% |
| Participation rate | 95.8% | 88.5%+7.3pp | 87.7%+8.1pp | 82.0%+13.9pp |
| Annual return | 16.50% | 58.77%-42.3pp | 48.33%-31.8pp | 302.99%-286.5pp |
| Employer contribution / active EE | $2,120 | $6,698-68.4% | $5,919-64.2% | $4,763-55.5% |
| Participant deferral / active EE | $5,387 | $8,405-35.9% | $7,714-30.2% | $5,983-10.0% |
| Admin fee / account holder | $10,496 | $15,406-31.9% | $12,431-15.6% | $11,252-6.7% |