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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 | $125,895 | $165,399-23.9% | $149,745-15.9% | $158,982-20.8% |
| Participation rate | 95.5% | 84.6%+10.9pp | 82.5%+13.0pp | 82.0%+13.5pp |
| Annual return | 16.12% | 348.34%-332.2pp | 276.72%-260.6pp | 302.99%-286.9pp |
| Employer contribution / active EE | $9,847 | $5,105+92.9% | $4,646+112.0% | $4,763+106.7% |
| Participant deferral / active EE | $6,890 | $7,183-4.1% | $6,843+0.7% | $5,983+15.2% |
| Admin fee / account holder | $6,689 | $10,811-38.1% | $9,312-28.2% | $11,252-40.6% |