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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 | $119,867 | $209,847-42.9% | $189,520-36.8% | $167,518-28.4% |
| Participation rate | 94.1% | 88.7%+5.5pp | 87.8%+6.3pp | 82.1%+12.0pp |
| Annual return | 12.44% | 748.45%-736.0pp | 555.25%-542.8pp | 478.71%-466.3pp |
| Employer contribution / active EE | $4,242 | $6,913-38.6% | $6,161-31.1% | $4,838-12.3% |
| Participant deferral / active EE | $7,321 | $8,934-18.1% | $8,220-10.9% | $6,342+15.4% |
| Admin fee / account holder | $2,366 | $14,295-83.5% | $12,046-80.4% | $12,312-80.8% |