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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 | $112,520 | $157,296-28.5% | $141,191-20.3% | $152,897-26.4% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 20.60% | 64.34%-43.7pp | 71.41%-50.8pp | 345.43%-324.8pp |
| Employer contribution / active EE | $4,836 | $5,262-8.1% | $4,736+2.1% | $4,764+1.5% |
| Participant deferral / active EE | $10,259 | $7,111+44.3% | $6,710+52.9% | $5,851+75.3% |
| Admin fee / account holder | $677 | $12,125-94.4% | $10,264-93.4% | $11,599-94.2% |