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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 | $130,985 | $202,440-35.3% | $169,390-22.7% | $139,466-6.1% |
| Participation rate | 77.3% | 81.1%-3.8pp | 77.2%+0.1pp | 80.3%-3.1pp |
| Annual return | 21.44% | 532.36%-510.9pp | 406.07%-384.6pp | 373.66%-352.2pp |
| Employer contribution / active EE | $9,276 | $4,693+97.7% | $4,013+131.2% | $4,754+95.1% |
| Participant deferral / active EE | $7,732 | $6,940+11.4% | $6,222+24.3% | $6,712+15.2% |
| Admin fee / account holder | $2,033 | $10,722-81.0% | $9,015-77.4% | $11,409-82.2% |