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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 | $116,984 | $125,237-6.6% | $105,608+10.8% | $145,877-19.8% |
| Participation rate | 95.8% | 77.7%+18.2pp | 75.3%+20.5pp | 80.3%+15.5pp |
| Annual return | 12.73% | 225.76%-213.0pp | 116.50%-103.8pp | 551.28%-538.6pp |
| Employer contribution / active EE | $6,004 | $3,720+61.4% | $3,167+89.6% | $4,663+28.8% |
| Participant deferral / active EE | $19,986 | $5,711+250.0% | $5,010+299.0% | $6,691+198.7% |
| Admin fee / account holder | $12,528 | $17,287-27.5% | $11,028+13.6% | $13,402-6.5% |