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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 | $114,455 | $217,432-47.4% | $185,851-38.4% | $167,553-31.7% |
| Participation rate | 95.0% | 86.1%+8.9pp | 81.7%+13.3pp | 82.1%+12.9pp |
| Annual return | 10.19% | 148.43%-138.2pp | 122.11%-111.9pp | 478.89%-468.7pp |
| Employer contribution / active EE | $5,949 | $5,874+1.3% | $5,168+15.1% | $4,840+22.9% |
| Participant deferral / active EE | $3,838 | $6,357-39.6% | $5,569-31.1% | $6,343-39.5% |
| Admin fee / account holder | $16,213 | $19,820-18.2% | $16,245-0.2% | $12,316+31.6% |