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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 | $96,004 | $209,428-54.2% | $178,498-46.2% | $158,950-39.6% |
| Participation rate | 93.3% | 86.4%+7.0pp | 81.9%+11.4pp | 82.0%+11.4pp |
| Annual return | 12.35% | 188.78%-176.4pp | 151.09%-138.7pp | 302.91%-290.6pp |
| Employer contribution / active EE | $6,775 | $5,707+18.7% | $5,011+35.2% | $4,762+42.3% |
| Participant deferral / active EE | $6,088 | $5,955+2.2% | $5,202+17.0% | $5,983+1.8% |
| Admin fee / account holder | $12,019 | $17,077-29.6% | $13,985-14.1% | $11,248+6.9% |