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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 | $183,592-33.4% | $155,574-21.4% | $145,877-16.1% |
| Participation rate | 70.6% | 82.7%-12.1pp | 78.2%-7.6pp | 80.3%-9.7pp |
| Annual return | 10.02% | 61.37%-51.4pp | 64.87%-54.8pp | 551.28%-541.3pp |
| Employer contribution / active EE | $13,672 | $5,317+157.2% | $4,676+192.4% | $4,663+193.2% |
| Participant deferral / active EE | $5,229 | $6,466-19.1% | $5,629-7.1% | $6,691-21.8% |
| Admin fee / account holder | $19,156 | $19,316-0.8% | $15,914+20.4% | $13,402+42.9% |