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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 | $144,172 | $165,361-12.8% | $149,715-3.7% | $158,950-9.3% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 9.46% | 348.24%-338.8pp | 276.66%-267.2pp | 302.91%-293.4pp |
| Employer contribution / active EE | $12,352 | $5,103+142.0% | $4,645+165.9% | $4,762+159.4% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $523 | $10,808-95.2% | $9,310-94.4% | $11,248-95.4% |