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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 | $117,303 | $160,070-26.7% | $147,117-20.3% | $145,897-19.6% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 13.11% | 98.69%-85.6pp | 420.54%-407.4pp | 552.29%-539.2pp |
| Employer contribution / active EE | $3,171 | $5,285-40.0% | $4,932-35.7% | $4,663-32.0% |
| Participant deferral / active EE | $9,624 | $8,419+14.3% | $8,065+19.3% | $6,689+43.9% |
| Admin fee / account holder | $691 | $15,035-95.4% | $12,993-94.7% | $13,390-94.8% |