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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 | $138,749 | $198,462-30.1% | $170,439-18.6% | $147,585-6.0% |
| Participation rate | 95.2% | 88.0%+7.3pp | 83.6%+11.6pp | 82.8%+12.4pp |
| Annual return | 11.09% | 257.30%-246.2pp | 205.94%-194.8pp | 578.58%-567.5pp |
| Employer contribution / active EE | $8,398 | $6,184+35.8% | $5,433+54.6% | $4,876+72.2% |
| Participant deferral / active EE | $6,888 | $5,629+22.4% | $4,939+39.5% | $5,439+26.7% |
| Admin fee / account holder | $498 | $16,852-97.0% | $13,881-96.4% | $10,886-95.4% |