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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 | $133,479 | $202,342-34.0% | $172,752-22.7% | $152,897-12.7% |
| Participation rate | 93.8% | 87.1%+6.7pp | 82.6%+11.1pp | 82.5%+11.3pp |
| Annual return | 16.89% | 1029.83%-1012.9pp | 802.97%-786.1pp | 345.43%-328.5pp |
| Employer contribution / active EE | $1,778 | $5,858-69.6% | $5,144-65.4% | $4,764-62.7% |
| Participant deferral / active EE | $4,223 | $5,948-29.0% | $5,198-18.7% | $5,851-27.8% |
| Admin fee / account holder | $45,371 | $17,111+165.2% | $13,955+225.1% | $11,599+291.1% |