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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 | $100,357 | $157,829-36.4% | $136,867-26.7% | $198,609-49.5% |
| Participation rate | 85.7% | 77.2%+8.5pp | 74.5%+11.2pp | 82.4%+3.3pp |
| Annual return | 13.18% | 51.25%-38.1pp | 42.97%-29.8pp | 202.70%-189.5pp |
| Employer contribution / active EE | $6,566 | $3,923+67.4% | $3,547+85.1% | $5,055+29.9% |
| Participant deferral / active EE | $7,737 | $5,463+41.6% | $4,924+57.1% | $6,977+10.9% |
| Admin fee / account holder | $8,036 | $11,107-27.7% | $10,340-22.3% | $19,030-57.8% |