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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 | $125,093 | $175,231-28.6% | $149,696-16.4% | $139,466-10.3% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 15.46% | 166.77%-151.3pp | 134.46%-119.0pp | 373.66%-358.2pp |
| Employer contribution / active EE | $3,506 | $5,478-36.0% | $4,821-27.3% | $4,754-26.3% |
| Participant deferral / active EE | $9,763 | $6,521+49.7% | $5,682+71.8% | $6,712+45.5% |
| Admin fee / account holder | $934 | $16,155-94.2% | $13,212-92.9% | $11,409-91.8% |