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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 | $127,017 | $198,462-36.0% | $170,439-25.5% | $147,585-13.9% |
| Participation rate | 94.1% | 88.0%+6.1pp | 83.6%+10.5pp | 82.8%+11.3pp |
| Annual return | 19.87% | 257.30%-237.4pp | 205.94%-186.1pp | 578.58%-558.7pp |
| Employer contribution / active EE | $6,307 | $6,184+2.0% | $5,433+16.1% | $4,876+29.3% |
| Participant deferral / active EE | $5,771 | $5,629+2.5% | $4,939+16.8% | $5,439+6.1% |
| Admin fee / account holder | $9,628 | $16,852-42.9% | $13,881-30.6% | $10,886-11.6% |