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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 | $150,197-26.7% | $120,368-8.5% | $145,959-24.5% |
| Participation rate | 72.7% | 78.8%-6.0pp | 71.9%+0.8pp | 80.3%-7.6pp |
| Annual return | 23.28% | 154.26%-131.0pp | 107.26%-84.0pp | 561.95%-538.7pp |
| Employer contribution / active EE | $9,049 | $4,350+108.0% | $3,465+161.2% | $4,661+94.2% |
| Participant deferral / active EE | $11,195 | $6,174+81.3% | $4,991+124.3% | $6,689+67.4% |
| Admin fee / account holder | $6,348 | $12,216-48.0% | $9,429-32.7% | $13,398-52.6% |