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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 | $123,373 | $209,428-41.1% | $178,498-30.9% | $158,950-22.4% |
| Participation rate | 94.4% | 86.4%+8.1pp | 81.9%+12.5pp | 82.0%+12.5pp |
| Annual return | 21.79% | 188.78%-167.0pp | 151.09%-129.3pp | 302.91%-281.1pp |
| Employer contribution / active EE | $9,292 | $5,707+62.8% | $5,011+85.4% | $4,762+95.1% |
| Participant deferral / active EE | $8,286 | $5,955+39.2% | $5,202+59.3% | $5,983+38.5% |
| Admin fee / account holder | $7,158 | $17,077-58.1% | $13,985-48.8% | $11,248-36.4% |