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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 | $109,121 | $157,296-30.6% | $141,191-22.7% | $152,897-28.6% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.5%+9.9pp |
| Annual return | 19.05% | 64.34%-45.3pp | 71.41%-52.4pp | 345.43%-326.4pp |
| Employer contribution / active EE | $6,526 | $5,262+24.0% | $4,736+37.8% | $4,764+37.0% |
| Participant deferral / active EE | $4,792 | $7,111-32.6% | $6,710-28.6% | $5,851-18.1% |
| Admin fee / account holder | $994 | $12,125-91.8% | $10,264-90.3% | $11,599-91.4% |