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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 | $140,091 | $198,457-29.4% | $170,435-17.8% | $147,586-5.1% |
| Participation rate | 91.7% | 88.0%+3.7pp | 83.6%+8.1pp | 82.8%+8.8pp |
| Annual return | 15.95% | 257.30%-241.4pp | 205.94%-190.0pp | 578.59%-562.6pp |
| Employer contribution / active EE | $2,080 | $6,183-66.4% | $5,432-61.7% | $4,876-57.3% |
| Participant deferral / active EE | $5,045 | $5,629-10.4% | $4,939+2.1% | $5,439-7.2% |
| Admin fee / account holder | $2,051 | $16,852-87.8% | $13,881-85.2% | $10,886-81.2% |