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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 | $114,061 | $217,427-47.5% | $185,837-38.6% | $167,518-31.9% |
| Participation rate | 93.8% | 86.0%+7.7pp | 81.7%+12.0pp | 82.1%+11.6pp |
| Annual return | 9.79% | 148.39%-138.6pp | 122.08%-112.3pp | 478.71%-468.9pp |
| Employer contribution / active EE | $1,851 | $5,874-68.5% | $5,168-64.2% | $4,838-61.7% |
| Participant deferral / active EE | $4,412 | $6,357-30.6% | $5,568-20.8% | $6,342-30.4% |
| Admin fee / account holder | $2,560 | $19,816-87.1% | $16,241-84.2% | $12,312-79.2% |