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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 | $92,694 | $108,897-14.9% | $100,378-7.7% | $145,877-36.5% |
| Participation rate | 95.0% | 83.0%+12.0pp | 81.5%+13.5pp | 80.3%+14.7pp |
| Annual return | 17.05% | 58.17%-41.1pp | 49.41%-32.4pp | 551.28%-534.2pp |
| Employer contribution / active EE | $5,213 | $4,420+17.9% | $3,942+32.2% | $4,663+11.8% |
| Participant deferral / active EE | $8,636 | $8,455+2.1% | $8,087+6.8% | $6,691+29.1% |
| Admin fee / account holder | $8,380 | $9,690-13.5% | $7,899+6.1% | $13,402-37.5% |