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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 | $65,110 | $114,119-42.9% | $107,187-39.3% | $138,895-53.1% |
| Participation rate | 93.8% | 78.1%+15.7pp | 75.0%+18.7pp | 79.9%+13.8pp |
| Annual return | 13.38% | 273.21%-259.8pp | 204.55%-191.2pp | 145.39%-132.0pp |
| Employer contribution / active EE | $2,199 | $4,059-45.8% | $3,782-41.9% | $4,194-47.6% |
| Participant deferral / active EE | $5,130 | $5,538-7.4% | $5,096+0.7% | $6,396-19.8% |
| Admin fee / account holder | $20,192 | $10,024+101.4% | $9,162+120.4% | $12,562+60.7% |