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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 | $147,139 | $198,456-25.9% | $170,435-13.7% | $147,587-0.3% |
| Participation rate | 95.0% | 88.0%+7.0pp | 83.6%+11.4pp | 82.8%+12.2pp |
| Annual return | 10.23% | 257.31%-247.1pp | 205.94%-195.7pp | 578.60%-568.4pp |
| Employer contribution / active EE | $4,140 | $6,183-33.0% | $5,432-23.8% | $4,876-15.1% |
| Participant deferral / active EE | $8,583 | $5,629+52.5% | $4,939+73.8% | $5,439+57.8% |
| Admin fee / account holder | $3,159 | $16,852-81.3% | $13,881-77.2% | $10,886-71.0% |