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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 | $131,732 | $209,428-37.1% | $178,498-26.2% | $158,950-17.1% |
| Participation rate | 90.0% | 86.4%+3.6pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 10.05% | 188.78%-178.7pp | 151.09%-141.0pp | 302.91%-292.9pp |
| Employer contribution / active EE | $2,801 | $5,707-50.9% | $5,011-44.1% | $4,762-41.2% |
| Participant deferral / active EE | $2,269 | $5,955-61.9% | $5,202-56.4% | $5,983-62.1% |
| Admin fee / account holder | $9,299 | $17,077-45.5% | $13,985-33.5% | $11,248-17.3% |