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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 | $126,312 | $183,592-31.2% | $155,574-18.8% | $145,877-13.4% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 17.17% | 61.37%-44.2pp | 64.87%-47.7pp | 551.28%-534.1pp |
| Employer contribution / active EE | $1,961 | $5,317-63.1% | $4,676-58.1% | $4,663-58.0% |
| Participant deferral / active EE | $6,828 | $6,466+5.6% | $5,629+21.3% | $6,691+2.1% |
| Admin fee / account holder | $8,052 | $19,316-58.3% | $15,914-49.4% | $13,402-39.9% |