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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 | $183,592-30.7% | $155,574-18.2% | $145,877-12.8% |
| Participation rate | 95.8% | 82.7%+13.1pp | 78.2%+17.6pp | 80.3%+15.5pp |
| Annual return | 15.11% | 61.37%-46.3pp | 64.87%-49.8pp | 551.28%-536.2pp |
| Employer contribution / active EE | $10,257 | $5,317+92.9% | $4,676+119.4% | $4,663+120.0% |
| Participant deferral / active EE | $4,365 | $6,466-32.5% | $5,629-22.5% | $6,691-34.8% |
| Admin fee / account holder | $3,867 | $19,316-80.0% | $15,914-75.7% | $13,402-71.1% |