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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 | $144,245 | $226,105-36.2% | $182,540-21.0% | $152,897-5.7% |
| Participation rate | 95.2% | 82.5%+12.8pp | 78.0%+17.3pp | 82.5%+12.8pp |
| Annual return | 20.18% | 192.58%-172.4pp | 148.58%-128.4pp | 345.43%-325.2pp |
| Employer contribution / active EE | $1,250 | $4,978-74.9% | $4,076-69.3% | $4,764-73.8% |
| Participant deferral / active EE | $6,767 | $6,370+6.2% | $5,525+22.5% | $5,851+15.7% |
| Admin fee / account holder | $2,052 | $10,706-80.8% | $8,593-76.1% | $11,599-82.3% |