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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 | $148,914 | $165,381-10.0% | $149,730-0.5% | $158,966-6.3% |
| Participation rate | 94.7% | 84.6%+10.2pp | 82.5%+12.3pp | 82.0%+12.8pp |
| Annual return | 12.75% | 348.29%-335.5pp | 276.70%-264.0pp | 302.95%-290.2pp |
| Employer contribution / active EE | $3,490 | $5,104-31.6% | $4,645-24.9% | $4,762-26.7% |
| Participant deferral / active EE | $9,154 | $7,182+27.4% | $6,843+33.8% | $5,983+53.0% |
| Admin fee / account holder | $1,020 | $10,809-90.6% | $9,310-89.0% | $11,250-90.9% |