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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 | $126,568 | $183,592-31.1% | $155,574-18.6% | $145,877-13.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 39.80% | 61.37%-21.6pp | 64.87%-25.1pp | 551.28%-511.5pp |
| Employer contribution / active EE | $11,786 | $5,317+121.7% | $4,676+152.1% | $4,663+152.8% |
| Participant deferral / active EE | $7,625 | $6,466+17.9% | $5,629+35.5% | $6,691+14.0% |
| Admin fee / account holder | $1,165 | $19,316-94.0% | $15,914-92.7% | $13,402-91.3% |