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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 | $117,355 | $175,231-33.0% | $149,696-21.6% | $139,466-15.9% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 14.05% | 166.77%-152.7pp | 134.46%-120.4pp | 373.66%-359.6pp |
| Employer contribution / active EE | $5,551 | $5,478+1.3% | $4,821+15.2% | $4,754+16.8% |
| Participant deferral / active EE | $3,933 | $6,521-39.7% | $5,682-30.8% | $6,712-41.4% |
| Admin fee / account holder | $826 | $16,155-94.9% | $13,212-93.8% | $11,409-92.8% |