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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 | $119,280 | $183,592-35.0% | $155,574-23.3% | $145,877-18.2% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 11.09% | 61.37%-50.3pp | 64.87%-53.8pp | 551.28%-540.2pp |
| Employer contribution / active EE | $9,069 | $5,317+70.6% | $4,676+94.0% | $4,663+94.5% |
| Participant deferral / active EE | $3,605 | $6,466-44.3% | $5,629-36.0% | $6,691-46.1% |
| Admin fee / account holder | $11,672 | $19,316-39.6% | $15,914-26.7% | $13,402-12.9% |