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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 | $106,966 | $183,627-41.7% | $155,602-31.3% | $145,978-26.7% |
| Participation rate | 78.6% | 82.7%-4.1pp | 78.2%+0.4pp | 80.3%-1.7pp |
| Annual return | 10.18% | 61.32%-51.1pp | 64.81%-54.6pp | 550.52%-540.3pp |
| Employer contribution / active EE | $6,187 | $5,316+16.4% | $4,675+32.3% | $4,662+32.7% |
| Participant deferral / active EE | $7,273 | $6,466+12.5% | $5,629+29.2% | $6,690+8.7% |
| Admin fee / account holder | $4,703 | $19,327-75.7% | $15,923-70.5% | $13,400-64.9% |