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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 | $100,926 | $209,405-51.8% | $178,486-43.5% | $158,931-36.5% |
| Participation rate | 95.0% | 86.4%+8.6pp | 81.9%+13.1pp | 82.0%+13.0pp |
| Annual return | 12.07% | 188.77%-176.7pp | 151.08%-139.0pp | 302.86%-290.8pp |
| Employer contribution / active EE | $2,249 | $5,707-60.6% | $5,011-55.1% | $4,761-52.8% |
| Participant deferral / active EE | $3,396 | $5,954-43.0% | $5,202-34.7% | $5,982-43.2% |
| Admin fee / account holder | $11,832 | $17,076-30.7% | $13,985-15.4% | $11,247+5.2% |