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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 | $124,290 | $209,428-40.7% | $178,498-30.4% | $158,950-21.8% |
| Participation rate | 95.7% | 86.4%+9.3pp | 81.9%+13.7pp | 82.0%+13.7pp |
| Annual return | 19.74% | 188.78%-169.0pp | 151.09%-131.4pp | 302.91%-283.2pp |
| Employer contribution / active EE | $2,945 | $5,707-48.4% | $5,011-41.2% | $4,762-38.1% |
| Participant deferral / active EE | $9,133 | $5,955+53.4% | $5,202+75.6% | $5,983+52.7% |
| Admin fee / account holder | $7,299 | $17,077-57.3% | $13,985-47.8% | $11,248-35.1% |