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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 | $114,210 | $183,516-37.8% | $155,534-26.6% | $145,884-21.7% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 13.78% | 61.43%-47.6pp | 64.92%-51.1pp | 551.85%-538.1pp |
| Employer contribution / active EE | $11,694 | $5,315+120.0% | $4,675+150.2% | $4,662+150.8% |
| Participant deferral / active EE | $6,824 | $6,467+5.5% | $5,630+21.2% | $6,690+2.0% |
| Admin fee / account holder | $1,768 | $19,293-90.8% | $15,900-88.9% | $13,392-86.8% |