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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 | $113,107 | $217,432-48.0% | $185,849-39.1% | $167,536-32.5% |
| Participation rate | 92.3% | 86.1%+6.3pp | 81.7%+10.6pp | 82.1%+10.2pp |
| Annual return | 30.15% | 148.42%-118.3pp | 122.10%-91.9pp | 478.82%-448.7pp |
| Employer contribution / active EE | $4,213 | $5,875-28.3% | $5,169-18.5% | $4,839-12.9% |
| Participant deferral / active EE | $2,594 | $6,357-59.2% | $5,569-53.4% | $6,342-59.1% |
| Admin fee / account holder | $3,475 | $19,818-82.5% | $16,244-78.6% | $12,315-71.8% |