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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 | $120,905 | $183,539-34.1% | $155,556-22.3% | $145,897-17.1% |
| Participation rate | 86.7% | 82.7%+4.0pp | 78.2%+8.4pp | 80.3%+6.4pp |
| Annual return | 16.66% | 61.31%-44.6pp | 64.84%-48.2pp | 552.29%-535.6pp |
| Employer contribution / active EE | $8,149 | $5,315+53.3% | $4,675+74.3% | $4,663+74.8% |
| Participant deferral / active EE | $7,110 | $6,467+9.9% | $5,631+26.3% | $6,689+6.3% |
| Admin fee / account holder | $5,038 | $19,275-73.9% | $15,885-68.3% | $13,390-62.4% |