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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 | $107,163 | $88,702+20.8% | $81,780+31.0% | $145,978-26.6% |
| Participation rate | 93.8% | 75.0%+18.7pp | 72.4%+21.4pp | 80.3%+13.5pp |
| Annual return | 14.24% | 1029.12%-1014.9pp | 776.27%-762.0pp | 550.52%-536.3pp |
| Employer contribution / active EE | $10,941 | $3,084+254.7% | $2,914+275.5% | $4,662+134.7% |
| Participant deferral / active EE | $12,715 | $4,645+173.7% | $4,321+194.3% | $6,690+90.1% |
| Admin fee / account holder | $531 | $8,414-93.7% | $7,384-92.8% | $13,400-96.0% |