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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 | $160,040-25.1% | $147,096-18.5% | $145,877-17.8% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 16.76% | 98.49%-81.7pp | 419.75%-403.0pp | 551.28%-534.5pp |
| Employer contribution / active EE | $2,075 | $5,289-60.8% | $4,936-58.0% | $4,663-55.5% |
| Participant deferral / active EE | $5,835 | $8,429-30.8% | $8,071-27.7% | $6,691-12.8% |
| Admin fee / account holder | $805 | $15,050-94.6% | $13,005-93.8% | $13,402-94.0% |