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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 | $118,414 | $91,538+29.4% | $130,014-8.9% | $75,173+57.5% |
| Participation rate | 76.6% | 71.4%+5.1pp | 78.5%-1.9pp | 67.2%+9.4pp |
| Annual return | 22.37% | -631.11%+653.5pp | -137.22%+159.6pp | 160.65%-138.3pp |
| Employer contribution / active EE | $5,148 | $2,845+80.9% | $4,320+19.2% | $2,670+92.8% |
| Participant deferral / active EE | $8,718 | $4,341+100.8% | $5,821+49.8% | $4,126+111.3% |
| Admin fee / account holder | $6,795 | $6,790+0.1% | $10,616-36.0% | $5,651+20.2% |