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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 | $127,275 | $183,539-30.7% | $155,556-18.2% | $145,897-12.8% |
| Participation rate | 95.8% | 82.7%+13.1pp | 78.2%+17.6pp | 80.3%+15.5pp |
| Annual return | 15.11% | 61.31%-46.2pp | 64.84%-49.7pp | 552.29%-537.2pp |
| Employer contribution / active EE | $10,257 | $5,315+93.0% | $4,675+119.4% | $4,663+120.0% |
| Participant deferral / active EE | $4,365 | $6,467-32.5% | $5,631-22.5% | $6,689-34.7% |
| Admin fee / account holder | $3,867 | $19,275-79.9% | $15,885-75.7% | $13,390-71.1% |