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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 | $114,755 | $183,539-37.5% | $155,556-26.2% | $145,897-21.3% |
| Participation rate | 93.8% | 82.7%+11.0pp | 78.2%+15.5pp | 80.3%+13.4pp |
| Annual return | 8.83% | 61.31%-52.5pp | 64.84%-56.0pp | 552.29%-543.5pp |
| Employer contribution / active EE | $1,728 | $5,315-67.5% | $4,675-63.0% | $4,663-62.9% |
| Participant deferral / active EE | $5,465 | $6,467-15.5% | $5,631-2.9% | $6,689-18.3% |
| Admin fee / account holder | $19,579 | $19,275+1.6% | $15,885+23.3% | $13,390+46.2% |