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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 | $129,825 | $209,422-38.0% | $178,503-27.3% | $158,982-18.3% |
| Participation rate | 90.9% | 86.4%+4.6pp | 81.9%+9.0pp | 82.0%+8.9pp |
| Annual return | 9.73% | 188.81%-179.1pp | 151.12%-141.4pp | 302.99%-293.3pp |
| Employer contribution / active EE | $1,501 | $5,707-73.7% | $5,011-70.1% | $4,763-68.5% |
| Participant deferral / active EE | $6,003 | $5,955+0.8% | $5,202+15.4% | $5,983+0.3% |
| Admin fee / account holder | $28,551 | $17,079+67.2% | $13,987+104.1% | $11,252+153.8% |