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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 | $120,470 | $147,556-18.4% | $129,031-6.6% | $198,609-39.3% |
| Participation rate | 91.7% | 77.2%+14.4pp | 73.4%+18.3pp | 82.4%+9.3pp |
| Annual return | 13.02% | 37.41%-24.4pp | 34.67%-21.6pp | 202.70%-189.7pp |
| Employer contribution / active EE | $5,561 | $3,645+52.6% | $3,226+72.4% | $5,055+10.0% |
| Participant deferral / active EE | $4,257 | $5,760-26.1% | $5,217-18.4% | $6,977-39.0% |
| Admin fee / account holder | $39,358 | $15,467+154.5% | $13,208+198.0% | $19,030+106.8% |