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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 | $125,543 | $210,698-40.4% | $178,014-29.5% | $145,959-14.0% |
| Participation rate | 83.3% | 80.8%+2.6pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 8.79% | 386.27%-377.5pp | 294.80%-286.0pp | 561.95%-553.2pp |
| Employer contribution / active EE | $2,058 | $4,567-54.9% | $3,950-47.9% | $4,661-55.9% |
| Participant deferral / active EE | $17,348 | $6,958+149.3% | $6,276+176.4% | $6,689+159.4% |
| Admin fee / account holder | $1,047 | $12,016-91.3% | $10,362-89.9% | $13,398-92.2% |