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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 | $94,564 | $132,634-28.7% | $115,768-18.3% | $137,256-31.1% |
| Participation rate | 93.8% | 77.9%+15.9pp | 74.4%+19.4pp | 80.0%+13.8pp |
| Annual return | 9.91% | 160.70%-150.8pp | 100.46%-90.6pp | 220.34%-210.4pp |
| Employer contribution / active EE | $2,171 | $3,360-35.4% | $2,940-26.2% | $4,156-47.8% |
| Participant deferral / active EE | $3,651 | $5,619-35.0% | $4,917-25.7% | $6,407-43.0% |
| Admin fee / account holder | $6,993 | $15,028-53.5% | $12,439-43.8% | $12,270-43.0% |