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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 | $115,765 | $175,259-33.9% | $149,723-22.7% | $139,487-17.0% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 23.49% | 166.82%-143.3pp | 134.50%-111.0pp | 373.84%-350.4pp |
| Employer contribution / active EE | $3,019 | $5,478-44.9% | $4,821-37.4% | $4,755-36.5% |
| Participant deferral / active EE | $8,251 | $6,522+26.5% | $5,682+45.2% | $6,713+22.9% |
| Admin fee / account holder | $775 | $16,158-95.2% | $13,215-94.1% | $11,407-93.2% |