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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 | $107,060 | $88,754+20.6% | $81,820+30.8% | $145,877-26.6% |
| Participation rate | 90.0% | 75.1%+14.9pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 13.72% | 1031.77%-1018.1pp | 777.93%-764.2pp | 551.28%-537.6pp |
| Employer contribution / active EE | $2,062 | $3,085-33.2% | $2,915-29.3% | $4,663-55.8% |
| Participant deferral / active EE | $3,479 | $4,648-25.1% | $4,323-19.5% | $6,691-48.0% |
| Admin fee / account holder | $2,110 | $8,424-75.0% | $7,391-71.5% | $13,402-84.3% |