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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 | $120,247 | $171,867-30.0% | $149,721-19.7% | $147,586-18.5% |
| Participation rate | 94.4% | 88.2%+6.3pp | 87.1%+7.4pp | 82.8%+11.6pp |
| Annual return | 23.23% | 2113.36%-2090.1pp | 1501.67%-1478.4pp | 578.59%-555.4pp |
| Employer contribution / active EE | $4,380 | $6,275-30.2% | $5,444-19.5% | $4,876-10.2% |
| Participant deferral / active EE | $4,069 | $7,270-44.0% | $6,568-38.1% | $5,439-25.2% |
| Admin fee / account holder | $13,627 | $13,799-1.2% | $11,282+20.8% | $10,886+25.2% |