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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 | $119,949 | $159,934-25.0% | $147,005-18.4% | $145,959-17.8% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 16.76% | 98.24%-81.5pp | 418.76%-402.0pp | 561.95%-545.2pp |
| Employer contribution / active EE | $2,075 | $5,287-60.8% | $4,934-57.9% | $4,661-55.5% |
| Participant deferral / active EE | $5,835 | $8,427-30.8% | $8,070-27.7% | $6,689-12.8% |
| Admin fee / account holder | $805 | $15,053-94.6% | $13,006-93.8% | $13,398-94.0% |