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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 | $135,474 | $196,972-31.2% | $182,262-25.7% | $198,609-31.8% |
| Participation rate | 95.8% | 85.7%+10.1pp | 84.2%+11.6pp | 82.4%+13.5pp |
| Annual return | 18.87% | 158.27%-139.4pp | 140.60%-121.7pp | 202.70%-183.8pp |
| Employer contribution / active EE | $9,160 | $5,364+70.8% | $5,046+81.5% | $5,055+81.2% |
| Participant deferral / active EE | $13,202 | $8,643+52.8% | $8,276+59.5% | $6,977+89.2% |
| Admin fee / account holder | $10,058 | $18,429-45.4% | $16,712-39.8% | $19,030-47.1% |