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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 | $160,040-17.3% | $147,096-10.0% | $145,877-9.3% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.0pp |
| Annual return | 18.20% | 98.49%-80.3pp | 419.75%-401.6pp | 551.28%-533.1pp |
| Employer contribution / active EE | $2,722 | $5,289-48.5% | $4,936-44.9% | $4,663-41.6% |
| Participant deferral / active EE | $4,284 | $8,429-49.2% | $8,071-46.9% | $6,691-36.0% |
| Admin fee / account holder | $2,422 | $15,050-83.9% | $13,005-81.4% | $13,402-81.9% |