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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 | $122,319 | $183,539-33.4% | $155,556-21.4% | $145,897-16.2% |
| Participation rate | 70.6% | 82.7%-12.1pp | 78.2%-7.6pp | 80.3%-9.7pp |
| Annual return | 10.02% | 61.31%-51.3pp | 64.84%-54.8pp | 552.29%-542.3pp |
| Employer contribution / active EE | $13,672 | $5,315+157.2% | $4,675+192.4% | $4,663+193.2% |
| Participant deferral / active EE | $5,229 | $6,467-19.1% | $5,631-7.1% | $6,689-21.8% |
| Admin fee / account holder | $19,156 | $19,275-0.6% | $15,885+20.6% | $13,390+43.1% |