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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 | $142,870 | $176,105-18.9% | $159,474-10.4% | $167,536-14.7% |
| Participation rate | 95.2% | 85.0%+10.3pp | 82.8%+12.4pp | 82.1%+13.1pp |
| Annual return | 12.09% | 331.91%-319.8pp | 263.68%-251.6pp | 478.82%-466.7pp |
| Employer contribution / active EE | $3,204 | $5,299-39.5% | $4,831-33.7% | $4,839-33.8% |
| Participant deferral / active EE | $11,682 | $7,751+50.7% | $7,353+58.9% | $6,342+84.2% |
| Admin fee / account holder | $758 | $12,559-94.0% | $10,802-93.0% | $12,315-93.8% |