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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 | $129,068 | $225,673-42.8% | $203,872-36.7% | $155,188-16.8% |
| Participation rate | 83.3% | 80.3%+3.0pp | 77.8%+5.5pp | 80.8%+2.5pp |
| Annual return | 16.21% | 95.91%-79.7pp | 85.11%-68.9pp | 148.84%-132.6pp |
| Employer contribution / active EE | $5,716 | $4,099+39.5% | $3,757+52.1% | $4,248+34.6% |
| Participant deferral / active EE | $6,247 | $6,893-9.4% | $6,388-2.2% | $6,531-4.4% |
| Admin fee / account holder | $10,704 | $12,327-13.2% | $11,730-8.8% | $14,480-26.1% |