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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 | $141,833 | $198,457-28.5% | $170,435-16.8% | $147,586-3.9% |
| Participation rate | 93.8% | 88.0%+5.8pp | 83.6%+10.2pp | 82.8%+10.9pp |
| Annual return | 10.19% | 257.30%-247.1pp | 205.94%-195.8pp | 578.59%-568.4pp |
| Employer contribution / active EE | $3,723 | $6,183-39.8% | $5,432-31.5% | $4,876-23.7% |
| Participant deferral / active EE | $3,925 | $5,629-30.3% | $4,939-20.5% | $5,439-27.8% |
| Admin fee / account holder | $581 | $16,852-96.6% | $13,881-95.8% | $10,886-94.7% |