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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 | $102,668 | $175,231-41.4% | $149,696-31.4% | $139,466-26.4% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 20.37% | 166.77%-146.4pp | 134.46%-114.1pp | 373.66%-353.3pp |
| Employer contribution / active EE | $2,159 | $5,478-60.6% | $4,821-55.2% | $4,754-54.6% |
| Participant deferral / active EE | $3,576 | $6,521-45.2% | $5,682-37.1% | $6,712-46.7% |
| Admin fee / account holder | $1,518 | $16,155-90.6% | $13,212-88.5% | $11,409-86.7% |