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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 | $116,379 | $175,231-33.6% | $149,696-22.3% | $139,466-16.6% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 15.97% | 166.77%-150.8pp | 134.46%-118.5pp | 373.66%-357.7pp |
| Employer contribution / active EE | $1,384 | $5,478-74.7% | $4,821-71.3% | $4,754-70.9% |
| Participant deferral / active EE | $3,605 | $6,521-44.7% | $5,682-36.5% | $6,712-46.3% |
| Admin fee / account holder | $5,556 | $16,155-65.6% | $13,212-57.9% | $11,409-51.3% |