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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 | $131,032 | $183,592-28.6% | $155,574-15.8% | $145,877-10.2% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 23.69% | 61.37%-37.7pp | 64.87%-41.2pp | 551.28%-527.6pp |
| Employer contribution / active EE | $1,935 | $5,317-63.6% | $4,676-58.6% | $4,663-58.5% |
| Participant deferral / active EE | $4,741 | $6,466-26.7% | $5,629-15.8% | $6,691-29.1% |
| Admin fee / account holder | $955 | $19,316-95.1% | $15,914-94.0% | $13,402-92.9% |