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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 | $88,212 | $198,461-55.6% | $170,436-48.2% | $147,585-40.2% |
| Participation rate | 93.8% | 88.0%+5.8pp | 83.6%+10.2pp | 82.8%+10.9pp |
| Annual return | 14.29% | 257.30%-243.0pp | 205.94%-191.6pp | 578.57%-564.3pp |
| Employer contribution / active EE | $3,438 | $6,184-44.4% | $5,433-36.7% | $4,876-29.5% |
| Participant deferral / active EE | $3,560 | $5,629-36.8% | $4,939-27.9% | $5,439-34.5% |
| Admin fee / account holder | $8,376 | $16,852-50.3% | $13,880-39.7% | $10,885-23.1% |