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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 | $141,372 | $183,516-23.0% | $155,534-9.1% | $145,884-3.1% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 12.84% | 61.43%-48.6pp | 64.92%-52.1pp | 551.85%-539.0pp |
| Employer contribution / active EE | $2,809 | $5,315-47.1% | $4,675-39.9% | $4,662-39.8% |
| Participant deferral / active EE | $7,929 | $6,467+22.6% | $5,630+40.8% | $6,690+18.5% |
| Admin fee / account holder | $49,090 | $19,293+154.4% | $15,900+208.7% | $13,392+266.6% |