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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 | $106,116 | $175,231-39.4% | $149,696-29.1% | $139,466-23.9% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 12.36% | 166.77%-154.4pp | 134.46%-122.1pp | 373.66%-361.3pp |
| Employer contribution / active EE | $1,578 | $5,478-71.2% | $4,821-67.3% | $4,754-66.8% |
| Participant deferral / active EE | $4,663 | $6,521-28.5% | $5,682-17.9% | $6,712-30.5% |
| Admin fee / account holder | $14,708 | $16,155-9.0% | $13,212+11.3% | $11,409+28.9% |