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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 | $132,099-28.4% | $115,599-18.2% | $138,895-31.9% |
| Participation rate | 93.8% | 77.9%+15.9pp | 74.3%+19.5pp | 79.9%+13.8pp |
| Annual return | 9.91% | 176.76%-166.8pp | 111.10%-101.2pp | 145.39%-135.5pp |
| Employer contribution / active EE | $2,171 | $3,416-36.4% | $2,955-26.5% | $4,194-48.2% |
| Participant deferral / active EE | $3,651 | $5,617-35.0% | $4,889-25.3% | $6,396-42.9% |
| Admin fee / account holder | $6,993 | $15,650-55.3% | $12,841-45.5% | $12,562-44.3% |