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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 | $31,765 | $140,592-77.4% | $123,105-74.2% | $125,389-74.7% |
| Participation rate | 93.3% | 88.2%+5.1pp | 86.8%+6.6pp | 83.2%+10.1pp |
| Annual return | 155.16% | 16.80%+138.4pp | 13.22%+141.9pp | 282.24%-127.1pp |
| Employer contribution / active EE | $2,022 | $6,041-66.5% | $5,151-60.7% | $4,866-58.4% |
| Participant deferral / active EE | $4,628 | $6,980-33.7% | $6,229-25.7% | $5,352-13.5% |
| Admin fee / account holder | $514 | $11,198-95.4% | $9,014-94.3% | $9,541-94.6% |