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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 | $183,539-39.2% | $155,556-28.3% | $145,897-23.5% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | 11.44% | 61.31%-49.9pp | 64.84%-53.4pp | 552.29%-540.9pp |
| Employer contribution / active EE | $3,709 | $5,315-30.2% | $4,675-20.7% | $4,663-20.5% |
| Participant deferral / active EE | $8,145 | $6,467+25.9% | $5,631+44.6% | $6,689+21.8% |
| Admin fee / account holder | $7,288 | $19,275-62.2% | $15,885-54.1% | $13,390-45.6% |