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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 | $124,876 | $198,462-37.1% | $170,439-26.7% | $147,585-15.4% |
| Participation rate | 95.5% | 88.0%+7.5pp | 83.6%+11.9pp | 82.8%+12.6pp |
| Annual return | 11.52% | 257.30%-245.8pp | 205.94%-194.4pp | 578.58%-567.1pp |
| Employer contribution / active EE | $2,727 | $6,184-55.9% | $5,433-49.8% | $4,876-44.1% |
| Participant deferral / active EE | $8,344 | $5,629+48.2% | $4,939+68.9% | $5,439+53.4% |
| Admin fee / account holder | $651 | $16,852-96.1% | $13,881-95.3% | $10,886-94.0% |