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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 | $110,136 | $150,207-26.7% | $120,380-8.5% | $145,978-24.6% |
| Participation rate | 72.7% | 78.8%-6.0pp | 71.9%+0.8pp | 80.3%-7.6pp |
| Annual return | 23.28% | 154.28%-131.0pp | 107.28%-84.0pp | 550.52%-527.2pp |
| Employer contribution / active EE | $9,049 | $4,351+108.0% | $3,465+161.2% | $4,662+94.1% |
| Participant deferral / active EE | $11,195 | $6,175+81.3% | $4,992+124.2% | $6,690+67.3% |
| Admin fee / account holder | $6,348 | $12,203-48.0% | $9,421-32.6% | $13,400-52.6% |