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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 | $130,034 | $198,462-34.5% | $170,439-23.7% | $147,585-11.9% |
| Participation rate | 94.1% | 88.0%+6.1pp | 83.6%+10.5pp | 82.8%+11.3pp |
| Annual return | 11.70% | 257.30%-245.6pp | 205.94%-194.2pp | 578.58%-566.9pp |
| Employer contribution / active EE | $3,525 | $6,184-43.0% | $5,433-35.1% | $4,876-27.7% |
| Participant deferral / active EE | $3,740 | $5,629-33.6% | $4,939-24.3% | $5,439-31.2% |
| Admin fee / account holder | $803 | $16,852-95.2% | $13,881-94.2% | $10,886-92.6% |