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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 | $109,978 | $148,623-26.0% | $135,974-19.1% | $139,466-21.1% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.7pp | 80.3%+11.3pp |
| Annual return | 12.73% | 79.30%-66.6pp | 68.30%-55.6pp | 373.66%-360.9pp |
| Employer contribution / active EE | $10,266 | $5,246+95.7% | $4,859+111.3% | $4,754+115.9% |
| Participant deferral / active EE | $9,705 | $8,103+19.8% | $7,760+25.1% | $6,712+44.6% |
| Admin fee / account holder | $3,080 | $12,406-75.2% | $10,767-71.4% | $11,409-73.0% |