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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 | $112,783 | $198,457-43.2% | $170,435-33.8% | $147,586-23.6% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 11.22% | 257.30%-246.1pp | 205.94%-194.7pp | 578.59%-567.4pp |
| Employer contribution / active EE | $5,879 | $6,183-4.9% | $5,432+8.2% | $4,876+20.6% |
| Participant deferral / active EE | $9,994 | $5,629+77.5% | $4,939+102.3% | $5,439+83.8% |
| Admin fee / account holder | $2,787 | $16,852-83.5% | $13,881-79.9% | $10,886-74.4% |