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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 | $121,064 | $226,105-46.5% | $182,540-33.7% | $152,897-20.8% |
| Participation rate | 92.9% | 82.5%+10.4pp | 78.0%+14.9pp | 82.5%+10.4pp |
| Annual return | 21.19% | 192.58%-171.4pp | 148.58%-127.4pp | 345.43%-324.2pp |
| Employer contribution / active EE | $5,737 | $4,978+15.2% | $4,076+40.8% | $4,764+20.4% |
| Participant deferral / active EE | $8,806 | $6,370+38.2% | $5,525+59.4% | $5,851+50.5% |
| Admin fee / account holder | $13,514 | $10,706+26.2% | $8,593+57.3% | $11,599+16.5% |