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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 | $105,963 | $183,539-42.3% | $155,556-31.9% | $145,897-27.4% |
| Participation rate | 94.7% | 82.7%+12.0pp | 78.2%+16.5pp | 80.3%+14.4pp |
| Annual return | 16.01% | 61.31%-45.3pp | 64.84%-48.8pp | 552.29%-536.3pp |
| Employer contribution / active EE | $7,458 | $5,315+40.3% | $4,675+59.5% | $4,663+60.0% |
| Participant deferral / active EE | $8,900 | $6,467+37.6% | $5,631+58.1% | $6,689+33.1% |
| Admin fee / account holder | $5,845 | $19,275-69.7% | $15,885-63.2% | $13,390-56.4% |