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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 | $122,760 | $183,592-33.1% | $155,574-21.1% | $145,877-15.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 12.42% | 61.37%-49.0pp | 64.87%-52.4pp | 551.28%-538.9pp |
| Employer contribution / active EE | $10,545 | $5,317+98.3% | $4,676+125.5% | $4,663+126.1% |
| Participant deferral / active EE | $6,556 | $6,466+1.4% | $5,629+16.5% | $6,691-2.0% |
| Admin fee / account holder | $7,509 | $19,316-61.1% | $15,914-52.8% | $13,402-44.0% |