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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 | $132,508 | $157,296-15.8% | $141,191-6.1% | $152,897-13.3% |
| Participation rate | 95.8% | 84.8%+11.0pp | 82.5%+13.4pp | 82.5%+13.4pp |
| Annual return | 20.91% | 64.34%-43.4pp | 71.41%-50.5pp | 345.43%-324.5pp |
| Employer contribution / active EE | $11,493 | $5,262+118.4% | $4,736+142.7% | $4,764+141.3% |
| Participant deferral / active EE | $2,937 | $7,111-58.7% | $6,710-56.2% | $5,851-49.8% |
| Admin fee / account holder | $11,598 | $12,125-4.3% | $10,264+13.0% | $11,5990% |