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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 | $45,963 | $180,749-74.6% | $160,784-71.4% | $137,256-66.5% |
| Participation rate | 85.7% | 80.0%+5.7pp | 77.0%+8.8pp | 80.0%+5.8pp |
| Annual return | 11.70% | 2234.46%-2222.8pp | 1803.92%-1792.2pp | 220.34%-208.6pp |
| Employer contribution / active EE | $5,099 | $4,155+22.7% | $3,733+36.6% | $4,156+22.7% |
| Participant deferral / active EE | $8,011 | $6,844+17.0% | $6,293+27.3% | $6,407+25.0% |
| Admin fee / account holder | $10,809 | $10,397+4.0% | $9,717+11.2% | $12,270-11.9% |