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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 | $135,214 | $159,934-15.5% | $147,005-8.0% | $145,959-7.4% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.5pp |
| Annual return | 12.07% | 98.24%-86.2pp | 418.76%-406.7pp | 561.95%-549.9pp |
| Employer contribution / active EE | $2,493 | $5,287-52.8% | $4,934-49.5% | $4,661-46.5% |
| Participant deferral / active EE | $5,613 | $8,427-33.4% | $8,070-30.4% | $6,689-16.1% |
| Admin fee / account holder | $4,315 | $15,053-71.3% | $13,006-66.8% | $13,398-67.8% |