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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 | $114,122 | $149,040-23.4% | $120,225-5.1% | $137,256-16.9% |
| Participation rate | 92.3% | 75.4%+16.9pp | 69.6%+22.7pp | 80.0%+12.3pp |
| Annual return | 12.64% | 605.68%-593.0pp | 439.23%-426.6pp | 220.34%-207.7pp |
| Employer contribution / active EE | $5,572 | $4,350+28.1% | $3,475+60.3% | $4,156+34.1% |
| Participant deferral / active EE | $13,129 | $4,655+182.1% | $3,999+228.3% | $6,407+104.9% |
| Admin fee / account holder | $7,633 | $6,348+20.3% | $5,696+34.0% | $12,270-37.8% |