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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 | $126,290 | $108,942+15.9% | $100,415+25.8% | $145,897-13.4% |
| Participation rate | 91.7% | 83.0%+8.7pp | 81.5%+10.1pp | 80.3%+11.4pp |
| Annual return | 22.76% | 58.27%-35.5pp | 49.47%-26.7pp | 552.29%-529.5pp |
| Employer contribution / active EE | $1,702 | $4,422-61.5% | $3,943-56.8% | $4,663-63.5% |
| Participant deferral / active EE | $5,907 | $8,461-30.2% | $8,091-27.0% | $6,689-11.7% |
| Admin fee / account holder | $1,067 | $9,702-89.0% | $7,906-86.5% | $13,390-92.0% |