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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 | $107,219 | $159,934-33.0% | $147,005-27.1% | $145,959-26.5% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 26.69% | 98.24%-71.6pp | 418.76%-392.1pp | 561.95%-535.3pp |
| Employer contribution / active EE | $3,571 | $5,287-32.5% | $4,934-27.6% | $4,661-23.4% |
| Participant deferral / active EE | $4,207 | $8,427-50.1% | $8,070-47.9% | $6,689-37.1% |
| Admin fee / account holder | $2,501 | $15,053-83.4% | $13,006-80.8% | $13,398-81.3% |