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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 | $135,460 | $100,895+34.3% | $90,430+49.8% | $158,950-14.8% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 11.26% | 1725.54%-1714.3pp | 1293.73%-1282.5pp | 302.91%-291.6pp |
| Employer contribution / active EE | $3,202 | $3,689-13.2% | $3,262-1.8% | $4,762-32.8% |
| Participant deferral / active EE | $3,824 | $4,347-12.0% | $3,963-3.5% | $5,983-36.1% |
| Admin fee / account holder | $3,370 | $6,505-48.2% | $5,613-40.0% | $11,248-70.0% |