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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 | $122,616 | $175,231-30.0% | $149,696-18.1% | $139,466-12.1% |
| Participation rate | 93.3% | 83.4%+9.9pp | 78.8%+14.6pp | 80.3%+13.0pp |
| Annual return | 13.43% | 166.77%-153.3pp | 134.46%-121.0pp | 373.66%-360.2pp |
| Employer contribution / active EE | $1,834 | $5,478-66.5% | $4,821-62.0% | $4,754-61.4% |
| Participant deferral / active EE | $5,279 | $6,521-19.0% | $5,682-7.1% | $6,712-21.3% |
| Admin fee / account holder | $3,972 | $16,155-75.4% | $13,212-69.9% | $11,409-65.2% |