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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 | $100,911+34.2% | $90,440+49.8% | $158,966-14.8% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 11.26% | 1726.62%-1715.4pp | 1294.38%-1283.1pp | 302.95%-291.7pp |
| Employer contribution / active EE | $3,202 | $3,690-13.2% | $3,263-1.9% | $4,762-32.8% |
| Participant deferral / active EE | $3,824 | $4,348-12.1% | $3,964-3.5% | $5,983-36.1% |
| Admin fee / account holder | $3,370 | $6,507-48.2% | $5,615-40.0% | $11,250-70.0% |