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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 | $125,978 | $183,592-31.4% | $155,574-19.0% | $145,877-13.6% |
| Participation rate | 93.8% | 82.7%+11.1pp | 78.2%+15.5pp | 80.3%+13.4pp |
| Annual return | 14.64% | 61.37%-46.7pp | 64.87%-50.2pp | 551.28%-536.6pp |
| Employer contribution / active EE | $4,671 | $5,317-12.1% | $4,676-0.1% | $4,663+0.2% |
| Participant deferral / active EE | $4,440 | $6,466-31.3% | $5,629-21.1% | $6,691-33.6% |
| Admin fee / account holder | $714 | $19,316-96.3% | $15,914-95.5% | $13,402-94.7% |