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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 | $108,708 | $175,231-38.0% | $149,696-27.4% | $139,466-22.1% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 17.13% | 166.77%-149.6pp | 134.46%-117.3pp | 373.66%-356.5pp |
| Employer contribution / active EE | $5,835 | $5,478+6.5% | $4,821+21.0% | $4,754+22.7% |
| Participant deferral / active EE | $5,354 | $6,521-17.9% | $5,682-5.8% | $6,712-20.2% |
| Admin fee / account holder | $1,064 | $16,155-93.4% | $13,212-91.9% | $11,409-90.7% |