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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 | $183,516-28.6% | $155,534-15.8% | $145,884-10.2% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 23.69% | 61.43%-37.7pp | 64.92%-41.2pp | 551.85%-528.2pp |
| Employer contribution / active EE | $1,935 | $5,315-63.6% | $4,675-58.6% | $4,662-58.5% |
| Participant deferral / active EE | $4,741 | $6,467-26.7% | $5,630-15.8% | $6,690-29.1% |
| Admin fee / account holder | $955 | $19,293-95.0% | $15,900-94.0% | $13,392-92.9% |