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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 | $113,463 | $210,698-46.1% | $178,014-36.3% | $145,959-22.3% |
| Participation rate | 93.3% | 80.8%+12.6pp | 77.1%+16.2pp | 80.3%+13.0pp |
| Annual return | 10.13% | 386.27%-376.1pp | 294.80%-284.7pp | 561.95%-551.8pp |
| Employer contribution / active EE | $5,287 | $4,567+15.8% | $3,950+33.8% | $4,661+13.4% |
| Participant deferral / active EE | $2,986 | $6,958-57.1% | $6,276-52.4% | $6,689-55.4% |
| Admin fee / account holder | $19,363 | $12,016+61.1% | $10,362+86.9% | $13,398+44.5% |