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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 | $141,145 | $171,492-17.7% | $150,734-6.4% | $198,609-28.9% |
| Participation rate | 87.5% | 81.4%+6.1pp | 78.4%+9.1pp | 82.4%+5.1pp |
| Annual return | 17.48% | 804.70%-787.2pp | 600.81%-583.3pp | 202.70%-185.2pp |
| Employer contribution / active EE | $18,151 | $5,470+231.8% | $4,918+269.1% | $5,055+259.1% |
| Participant deferral / active EE | $7,245 | $6,259+15.8% | $5,610+29.2% | $6,977+3.8% |
| Admin fee / account holder | $975 | $17,628-94.5% | $14,905-93.5% | $19,030-94.9% |