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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 | $159,810 | $109,372+46.1% | $89,414+78.7% | $158,966+0.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 11.70% | 345.55%-333.9pp | 245.50%-233.8pp | 302.95%-291.2pp |
| Employer contribution / active EE | $991 | $3,171-68.8% | $2,586-61.7% | $4,762-79.2% |
| Participant deferral / active EE | $4,876 | $4,598+6.0% | $3,890+25.4% | $5,983-18.5% |
| Admin fee / account holder | $7,540 | $6,156+22.5% | $4,883+54.4% | $11,250-33.0% |