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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 | $122,434 | $171,492-28.6% | $150,734-18.8% | $198,609-38.4% |
| Participation rate | 92.9% | 81.4%+11.4pp | 78.4%+14.4pp | 82.4%+10.5pp |
| Annual return | 19.26% | 804.70%-785.4pp | 600.81%-581.5pp | 202.70%-183.4pp |
| Employer contribution / active EE | $4,035 | $5,470-26.2% | $4,918-18.0% | $5,055-20.2% |
| Participant deferral / active EE | $9,255 | $6,259+47.9% | $5,610+65.0% | $6,977+32.7% |
| Admin fee / account holder | $4,161 | $17,628-76.4% | $14,905-72.1% | $19,030-78.1% |