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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 | $117,470 | $198,457-40.8% | $170,435-31.1% | $147,586-20.4% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 18.32% | 257.30%-239.0pp | 205.94%-187.6pp | 578.59%-560.3pp |
| Employer contribution / active EE | $7,148 | $6,183+15.6% | $5,432+31.6% | $4,876+46.6% |
| Participant deferral / active EE | $4,120 | $5,629-26.8% | $4,939-16.6% | $5,439-24.2% |
| Admin fee / account holder | $4,858 | $16,852-71.2% | $13,881-65.0% | $10,886-55.4% |