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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 | $123,014 | $202,463-39.2% | $169,397-27.4% | $139,487-11.8% |
| Participation rate | 90.9% | 81.1%+9.8pp | 77.2%+13.7pp | 80.3%+10.6pp |
| Annual return | 23.60% | 532.64%-509.0pp | 406.23%-382.6pp | 373.84%-350.2pp |
| Employer contribution / active EE | $7,796 | $4,694+66.1% | $4,013+94.3% | $4,755+64.0% |
| Participant deferral / active EE | $13,637 | $6,941+96.5% | $6,223+119.1% | $6,713+103.2% |
| Admin fee / account holder | $1,759 | $10,726-83.6% | $9,017-80.5% | $11,407-84.6% |