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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 | $141,728 | $227,633-37.7% | $189,597-25.2% | $167,553-15.4% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.4%+10.4pp | 82.1%+6.8pp |
| Annual return | 16.10% | 78.45%-62.4pp | 64.20%-48.1pp | 478.89%-462.8pp |
| Employer contribution / active EE | $2,910 | $5,317-45.3% | $4,412-34.0% | $4,840-39.9% |
| Participant deferral / active EE | $3,910 | $7,003-44.2% | $6,174-36.7% | $6,343-38.4% |
| Admin fee / account holder | $4,257 | $11,879-64.2% | $9,807-56.6% | $12,316-65.4% |