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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 | $147,860 | $176,120-16.0% | $159,487-7.3% | $167,553-11.8% |
| Participation rate | 91.7% | 85.0%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 11.96% | 331.95%-320.0pp | 263.71%-251.7pp | 478.89%-466.9pp |
| Employer contribution / active EE | $5,809 | $5,299+9.6% | $4,831+20.2% | $4,840+20.0% |
| Participant deferral / active EE | $6,390 | $7,752-17.6% | $7,354-13.1% | $6,343+0.8% |
| Admin fee / account holder | $627 | $12,561-95.0% | $10,804-94.2% | $12,316-94.9% |