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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 | $121,043 | $209,425-42.2% | $178,499-32.2% | $158,966-23.9% |
| Participation rate | 93.3% | 86.4%+7.0pp | 81.9%+11.4pp | 82.0%+11.4pp |
| Annual return | 10.70% | 188.80%-178.1pp | 151.10%-140.4pp | 302.95%-292.3pp |
| Employer contribution / active EE | $9,232 | $5,707+61.8% | $5,011+84.2% | $4,762+93.9% |
| Participant deferral / active EE | $7,398 | $5,955+24.2% | $5,202+42.2% | $5,983+23.6% |
| Admin fee / account holder | $2,044 | $17,078-88.0% | $13,986-85.4% | $11,250-81.8% |