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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 | $134,398 | $209,422-35.8% | $178,503-24.7% | $158,982-15.5% |
| Participation rate | 95.5% | 86.4%+9.1pp | 81.9%+13.5pp | 82.0%+13.5pp |
| Annual return | 16.53% | 188.81%-172.3pp | 151.12%-134.6pp | 302.99%-286.5pp |
| Employer contribution / active EE | $2,829 | $5,707-50.4% | $5,011-43.5% | $4,763-40.6% |
| Participant deferral / active EE | $5,834 | $5,955-2.0% | $5,202+12.1% | $5,983-2.5% |
| Admin fee / account holder | $2,626 | $17,079-84.6% | $13,987-81.2% | $11,252-76.7% |