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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 | $121,423 | $72,071+68.5% | $68,368+77.6% | $137,256-11.5% |
| Participation rate | 93.3% | 76.2%+17.1pp | 73.8%+19.6pp | 80.0%+13.4pp |
| Annual return | 15.13% | 353.14%-338.0pp | 292.57%-277.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $4,972 | $2,788+78.3% | $2,649+87.7% | $4,156+19.6% |
| Participant deferral / active EE | $8,748 | $4,410+98.4% | $4,123+112.2% | $6,407+36.5% |
| Admin fee / account holder | $577 | $5,336-89.2% | $5,150-88.8% | $12,270-95.3% |