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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 | $136,463 | $217,432-37.2% | $185,851-26.6% | $167,553-18.6% |
| Participation rate | 93.8% | 86.1%+7.7pp | 81.7%+12.0pp | 82.1%+11.6pp |
| Annual return | 16.38% | 148.43%-132.0pp | 122.11%-105.7pp | 478.89%-462.5pp |
| Employer contribution / active EE | $6,873 | $5,874+17.0% | $5,168+33.0% | $4,840+42.0% |
| Participant deferral / active EE | $3,515 | $6,357-44.7% | $5,569-36.9% | $6,343-44.6% |
| Admin fee / account holder | $2,598 | $19,820-86.9% | $16,245-84.0% | $12,316-78.9% |