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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 | $132,336 | $160,070-17.3% | $147,117-10.0% | $145,897-9.3% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.1pp | 80.3%+13.0pp |
| Annual return | 18.20% | 98.69%-80.5pp | 420.54%-402.3pp | 552.29%-534.1pp |
| Employer contribution / active EE | $2,722 | $5,285-48.5% | $4,932-44.8% | $4,663-41.6% |
| Participant deferral / active EE | $4,284 | $8,419-49.1% | $8,065-46.9% | $6,689-36.0% |
| Admin fee / account holder | $2,422 | $15,035-83.9% | $12,993-81.4% | $13,390-81.9% |