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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 | $135,372 | $107,363+26.1% | $92,909+45.7% | $152,897-11.5% |
| Participation rate | 94.4% | 79.8%+14.7pp | 76.0%+18.4pp | 82.5%+12.0pp |
| Annual return | 21.68% | 145.63%-124.0pp | 109.44%-87.8pp | 345.43%-323.8pp |
| Employer contribution / active EE | $2,268 | $4,222-46.3% | $3,653-37.9% | $4,764-52.4% |
| Participant deferral / active EE | $7,384 | $4,848+52.3% | $4,238+74.2% | $5,851+26.2% |
| Admin fee / account holder | $2,127 | $7,082-70.0% | $5,795-63.3% | $11,599-81.7% |