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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 | $124,500 | $183,592-32.2% | $155,567-20.0% | $145,959-14.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 13.06% | 61.24%-48.2pp | 64.74%-51.7pp | 561.95%-548.9pp |
| Employer contribution / active EE | $9,066 | $5,315+70.6% | $4,674+94.0% | $4,661+94.5% |
| Participant deferral / active EE | $6,483 | $6,464+0.3% | $5,628+15.2% | $6,689-3.1% |
| Admin fee / account holder | $10,215 | $19,318-47.1% | $15,916-35.8% | $13,398-23.8% |