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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 | $112,671 | $183,516-38.6% | $155,534-27.6% | $145,884-22.8% |
| Participation rate | 95.8% | 82.7%+13.1pp | 78.2%+17.6pp | 80.3%+15.5pp |
| Annual return | 14.69% | 61.43%-46.7pp | 64.92%-50.2pp | 551.85%-537.2pp |
| Employer contribution / active EE | $2,561 | $5,315-51.8% | $4,675-45.2% | $4,662-45.1% |
| Participant deferral / active EE | $4,968 | $6,467-23.2% | $5,630-11.8% | $6,690-25.7% |
| Admin fee / account holder | $4,673 | $19,293-75.8% | $15,900-70.6% | $13,392-65.1% |