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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 | $115,506 | $166,268-30.5% | $165,100-30.0% | $145,897-20.8% |
| Participation rate | 95.5% | 82.0%+13.4pp | 78.6%+16.8pp | 80.3%+15.1pp |
| Annual return | 12.00% | 100.52%-88.5pp | 70.21%-58.2pp | 552.29%-540.3pp |
| Employer contribution / active EE | $3,681 | $5,284-30.3% | $4,348-15.3% | $4,663-21.0% |
| Participant deferral / active EE | $7,108 | $6,964+2.1% | $6,035+17.8% | $6,689+6.3% |
| Admin fee / account holder | $1,432 | $16,659-91.4% | $12,696-88.7% | $13,390-89.3% |