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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 | $54,478 | $209,428-74.0% | $178,498-69.5% | $158,950-65.7% |
| Participation rate | 93.3% | 86.4%+7.0pp | 81.9%+11.4pp | 82.0%+11.4pp |
| Annual return | 13.36% | 188.78%-175.4pp | 151.09%-137.7pp | 302.91%-289.6pp |
| Employer contribution / active EE | $2,149 | $5,707-62.3% | $5,011-57.1% | $4,762-54.9% |
| Participant deferral / active EE | $8,783 | $5,955+47.5% | $5,202+68.8% | $5,983+46.8% |
| Admin fee / account holder | $18,612 | $17,077+9.0% | $13,985+33.1% | $11,248+65.5% |