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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 | $114,024 | $209,874-45.7% | $189,537-39.8% | $167,536-31.9% |
| Participation rate | 85.7% | 88.7%-2.9pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 15.66% | 748.61%-733.0pp | 555.34%-539.7pp | 478.82%-463.2pp |
| Employer contribution / active EE | $12,139 | $6,913+75.6% | $6,161+97.0% | $4,839+150.8% |
| Participant deferral / active EE | $15,911 | $8,934+78.1% | $8,220+93.6% | $6,342+150.9% |
| Admin fee / account holder | $3,145 | $14,299-78.0% | $12,048-73.9% | $12,315-74.5% |