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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 | $138,343 | $202,463-31.7% | $169,397-18.3% | $139,487-0.8% |
| Participation rate | 87.5% | 81.1%+6.4pp | 77.2%+10.3pp | 80.3%+7.2pp |
| Annual return | 15.64% | 532.64%-517.0pp | 406.23%-390.6pp | 373.84%-358.2pp |
| Employer contribution / active EE | $10,301 | $4,694+119.5% | $4,013+156.7% | $4,755+116.7% |
| Participant deferral / active EE | $13,558 | $6,941+95.3% | $6,223+117.9% | $6,713+102.0% |
| Admin fee / account holder | $23,050 | $10,726+114.9% | $9,017+155.6% | $11,407+102.1% |