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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 | $86,686 | $198,462-56.3% | $170,439-49.1% | $147,585-41.3% |
| Participation rate | 95.5% | 88.0%+7.5pp | 83.6%+11.9pp | 82.8%+12.6pp |
| Annual return | 13.34% | 257.30%-244.0pp | 205.94%-192.6pp | 578.58%-565.2pp |
| Employer contribution / active EE | $5,357 | $6,184-13.4% | $5,433-1.4% | $4,876+9.8% |
| Participant deferral / active EE | $4,894 | $5,629-13.1% | $4,939-0.9% | $5,439-10.0% |
| Admin fee / account holder | $940 | $16,852-94.4% | $13,881-93.2% | $10,886-91.4% |