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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 | $111,584 | $183,592-39.2% | $155,567-28.3% | $145,959-23.6% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 11.44% | 61.24%-49.8pp | 64.74%-53.3pp | 561.95%-550.5pp |
| Employer contribution / active EE | $3,709 | $5,315-30.2% | $4,674-20.6% | $4,661-20.4% |
| Participant deferral / active EE | $8,145 | $6,464+26.0% | $5,628+44.7% | $6,689+21.8% |
| Admin fee / account holder | $7,288 | $19,318-62.3% | $15,916-54.2% | $13,398-45.6% |