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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 | $119,330 | $198,457-39.9% | $170,435-30.0% | $147,586-19.1% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 17.06% | 257.30%-240.2pp | 205.94%-188.9pp | 578.59%-561.5pp |
| Employer contribution / active EE | $3,638 | $6,183-41.2% | $5,432-33.0% | $4,876-25.4% |
| Participant deferral / active EE | $6,929 | $5,629+23.1% | $4,939+40.3% | $5,439+27.4% |
| Admin fee / account holder | $13,865 | $16,852-17.7% | $13,881-0.1% | $10,886+27.4% |