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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 | $121,249 | $160,070-24.3% | $147,117-17.6% | $145,897-16.9% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.4pp |
| Annual return | 11.29% | 98.69%-87.4pp | 420.54%-409.2pp | 552.29%-541.0pp |
| Employer contribution / active EE | $3,548 | $5,285-32.9% | $4,932-28.1% | $4,663-23.9% |
| Participant deferral / active EE | $10,543 | $8,419+25.2% | $8,065+30.7% | $6,689+57.6% |
| Admin fee / account holder | $12,598 | $15,035-16.2% | $12,993-3.0% | $13,390-5.9% |