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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 | $113,021 | $173,397-34.8% | $135,987-16.9% | $145,877-22.5% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.4%+1.3pp | 80.3%-2.5pp |
| Annual return | 12.43% | 1166.18%-1153.7pp | 580.01%-567.6pp | 551.28%-538.9pp |
| Employer contribution / active EE | $3,682 | $5,281-30.3% | $4,214-12.6% | $4,663-21.0% |
| Participant deferral / active EE | $6,858 | $8,710-21.3% | $7,027-2.4% | $6,691+2.5% |
| Admin fee / account holder | $727 | $9,663-92.5% | $6,716-89.2% | $13,402-94.6% |