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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 | $100,765 | $144,130-30.1% | $117,861-14.5% | $147,586-31.7% |
| Participation rate | 92.3% | 83.4%+8.9pp | 79.7%+12.6pp | 82.8%+9.5pp |
| Annual return | 12.64% | 531.20%-518.6pp | 335.11%-322.5pp | 578.59%-566.0pp |
| Employer contribution / active EE | $1,172 | $4,897-76.1% | $3,786-69.0% | $4,876-76.0% |
| Participant deferral / active EE | $1,829 | $5,316-65.6% | $4,482-59.2% | $5,439-66.4% |
| Admin fee / account holder | $2,111 | $10,887-80.6% | $8,021-73.7% | $10,886-80.6% |