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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 | $113,083 | $210,698-46.3% | $178,014-36.5% | $145,959-22.5% |
| Participation rate | 90.0% | 80.8%+9.2pp | 77.1%+12.9pp | 80.3%+9.7pp |
| Annual return | 14.94% | 386.27%-371.3pp | 294.80%-279.9pp | 561.95%-547.0pp |
| Employer contribution / active EE | $4,199 | $4,567-8.1% | $3,950+6.3% | $4,661-9.9% |
| Participant deferral / active EE | $5,249 | $6,958-24.6% | $6,276-16.4% | $6,689-21.5% |
| Admin fee / account holder | $7,456 | $12,016-38.0% | $10,362-28.0% | $13,398-44.4% |