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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 | $109,988 | $227,399-51.6% | $189,758-42.0% | $198,609-44.6% |
| Participation rate | 88.2% | 84.0%+4.2pp | 79.8%+8.4pp | 82.4%+5.9pp |
| Annual return | 11.71% | 61.03%-49.3pp | 52.62%-40.9pp | 202.70%-191.0pp |
| Employer contribution / active EE | $2,914 | $5,526-47.3% | $4,767-38.9% | $5,055-42.4% |
| Participant deferral / active EE | $3,839 | $6,837-43.9% | $5,856-34.4% | $6,977-45.0% |
| Admin fee / account holder | $10,003 | $25,162-60.2% | $20,388-50.9% | $19,030-47.4% |