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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 | $121,810 | $227,399-46.4% | $189,758-35.8% | $198,609-38.7% |
| Participation rate | 88.2% | 84.0%+4.2pp | 79.8%+8.4pp | 82.4%+5.9pp |
| Annual return | 17.72% | 61.03%-43.3pp | 52.62%-34.9pp | 202.70%-185.0pp |
| Employer contribution / active EE | $6,901 | $5,526+24.9% | $4,767+44.8% | $5,055+36.5% |
| Participant deferral / active EE | $5,830 | $6,837-14.7% | $5,856-0.4% | $6,977-16.4% |
| Admin fee / account holder | $1,423 | $25,162-94.3% | $20,388-93.0% | $19,030-92.5% |