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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 | $135,761 | $209,874-35.3% | $189,537-28.4% | $167,536-19.0% |
| Participation rate | 95.2% | 88.7%+6.6pp | 87.8%+7.4pp | 82.1%+13.1pp |
| Annual return | 15.93% | 748.61%-732.7pp | 555.34%-539.4pp | 478.82%-462.9pp |
| Employer contribution / active EE | $3,166 | $6,913-54.2% | $6,161-48.6% | $4,839-34.6% |
| Participant deferral / active EE | $6,769 | $8,934-24.2% | $8,220-17.7% | $6,342+6.7% |
| Admin fee / account holder | $718 | $14,299-95.0% | $12,048-94.0% | $12,315-94.2% |