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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 | $131,563 | $171,867-23.5% | $149,716-12.1% | $147,585-10.9% |
| Participation rate | 95.5% | 88.2%+7.3pp | 87.1%+8.4pp | 82.8%+12.6pp |
| Annual return | 18.27% | 2113.36%-2095.1pp | 1501.67%-1483.4pp | 578.58%-560.3pp |
| Employer contribution / active EE | $5,914 | $6,275-5.7% | $5,444+8.6% | $4,876+21.3% |
| Participant deferral / active EE | $11,649 | $7,270+60.2% | $6,568+77.3% | $5,439+114.2% |
| Admin fee / account holder | $2,353 | $13,799-82.9% | $11,282-79.1% | $10,886-78.4% |