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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 | $125,097 | $125,190-0.1% | $105,624+18.4% | $145,897-14.3% |
| Participation rate | 88.9% | 77.6%+11.3pp | 75.3%+13.6pp | 80.3%+8.6pp |
| Annual return | 14.40% | 225.22%-210.8pp | 116.20%-101.8pp | 552.29%-537.9pp |
| Employer contribution / active EE | $11,876 | $3,720+219.2% | $3,168+274.9% | $4,663+154.7% |
| Participant deferral / active EE | $6,125 | $5,716+7.2% | $5,013+22.2% | $6,689-8.4% |
| Admin fee / account holder | $1,023 | $17,138-94.0% | $10,961-90.7% | $13,390-92.4% |