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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 | $107,040 | $198,457-46.1% | $170,435-37.2% | $147,586-27.5% |
| Participation rate | 92.9% | 88.0%+4.9pp | 83.6%+9.3pp | 82.8%+10.0pp |
| Annual return | 12.18% | 257.30%-245.1pp | 205.94%-193.8pp | 578.59%-566.4pp |
| Employer contribution / active EE | $1,539 | $6,183-75.1% | $5,432-71.7% | $4,876-68.4% |
| Participant deferral / active EE | $3,862 | $5,629-31.4% | $4,939-21.8% | $5,439-29.0% |
| Admin fee / account holder | $403 | $16,852-97.6% | $13,881-97.1% | $10,886-96.3% |