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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 | $125,552 | $202,342-38.0% | $172,753-27.3% | $152,909-17.9% |
| Participation rate | 94.4% | 87.1%+7.4pp | 82.6%+11.8pp | 82.5%+12.0pp |
| Annual return | 19.00% | 1029.88%-1010.9pp | 803.00%-784.0pp | 345.46%-326.5pp |
| Employer contribution / active EE | $2,676 | $5,857-54.3% | $5,144-48.0% | $4,764-43.8% |
| Participant deferral / active EE | $4,717 | $5,948-20.7% | $5,198-9.2% | $5,851-19.4% |
| Admin fee / account holder | $1,885 | $17,112-89.0% | $13,956-86.5% | $11,601-83.8% |