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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 | $183,539-28.6% | $155,556-15.8% | $145,897-10.2% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 23.69% | 61.31%-37.6pp | 64.84%-41.1pp | 552.29%-528.6pp |
| Employer contribution / active EE | $1,935 | $5,315-63.6% | $4,675-58.6% | $4,663-58.5% |
| Participant deferral / active EE | $4,741 | $6,467-26.7% | $5,631-15.8% | $6,689-29.1% |
| Admin fee / account holder | $955 | $19,275-95.0% | $15,885-94.0% | $13,390-92.9% |