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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 | $183,627-37.5% | $155,602-26.3% | $145,978-21.4% |
| Participation rate | 93.8% | 82.7%+11.1pp | 78.2%+15.5pp | 80.3%+13.5pp |
| Annual return | 8.83% | 61.32%-52.5pp | 64.81%-56.0pp | 550.52%-541.7pp |
| Employer contribution / active EE | $1,728 | $5,316-67.5% | $4,675-63.0% | $4,662-62.9% |
| Participant deferral / active EE | $5,465 | $6,466-15.5% | $5,629-2.9% | $6,690-18.3% |
| Admin fee / account holder | $19,579 | $19,327+1.3% | $15,923+23.0% | $13,400+46.1% |