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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 | $129,868 | $198,457-34.6% | $170,435-23.8% | $147,586-12.0% |
| Participation rate | 86.4% | 88.0%-1.6pp | 83.6%+2.8pp | 82.8%+3.5pp |
| Annual return | 13.81% | 257.30%-243.5pp | 205.94%-192.1pp | 578.59%-564.8pp |
| Employer contribution / active EE | $6,235 | $6,183+0.8% | $5,432+14.8% | $4,876+27.9% |
| Participant deferral / active EE | $4,013 | $5,629-28.7% | $4,939-18.8% | $5,439-26.2% |
| Admin fee / account holder | $1,014 | $16,852-94.0% | $13,881-92.7% | $10,886-90.7% |