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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 | $102,016 | $183,627-44.4% | $155,602-34.4% | $145,978-30.1% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 11.53% | 61.32%-49.8pp | 64.81%-53.3pp | 550.52%-539.0pp |
| Employer contribution / active EE | $10,751 | $5,316+102.2% | $4,675+130.0% | $4,662+130.6% |
| Participant deferral / active EE | $7,979 | $6,466+23.4% | $5,629+41.8% | $6,690+19.3% |
| Admin fee / account holder | $4,802 | $19,327-75.2% | $15,923-69.8% | $13,400-64.2% |