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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 | $54,195 | $217,427-75.1% | $185,837-70.8% | $167,518-67.6% |
| Participation rate | 91.3% | 86.0%+5.3pp | 81.7%+9.6pp | 82.1%+9.2pp |
| Annual return | 10.34% | 148.39%-138.1pp | 122.08%-111.7pp | 478.71%-468.4pp |
| Employer contribution / active EE | $2,860 | $5,874-51.3% | $5,168-44.7% | $4,838-40.9% |
| Participant deferral / active EE | $6,377 | $6,357+0.3% | $5,568+14.5% | $6,342+0.6% |
| Admin fee / account holder | $13,510 | $19,816-31.8% | $16,241-16.8% | $12,312+9.7% |