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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 | $126,708 | $183,516-31.0% | $155,534-18.5% | $145,884-13.1% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | 13.43% | 61.43%-48.0pp | 64.92%-51.5pp | 551.85%-538.4pp |
| Employer contribution / active EE | $10,980 | $5,315+106.6% | $4,675+134.9% | $4,662+135.5% |
| Participant deferral / active EE | $7,214 | $6,467+11.6% | $5,630+28.1% | $6,690+7.8% |
| Admin fee / account holder | $1,827 | $19,293-90.5% | $15,900-88.5% | $13,392-86.4% |