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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 | $114,508 | $167,030-31.4% | $135,768-15.7% | $155,188-26.2% |
| Participation rate | 92.9% | 76.2%+16.7pp | 71.1%+21.8pp | 80.8%+12.1pp |
| Annual return | 16.75% | 678.39%-661.6pp | 526.10%-509.3pp | 148.84%-132.1pp |
| Employer contribution / active EE | $11,079 | $4,132+168.1% | $3,394+226.4% | $4,248+160.8% |
| Participant deferral / active EE | $26,247 | $4,528+479.7% | $3,977+559.9% | $6,531+301.9% |
| Admin fee / account holder | $1,559 | $8,172-80.9% | $7,048-77.9% | $14,480-89.2% |