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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 | $119,639 | $155,555-23.1% | $146,866-18.5% | $155,188-22.9% |
| Participation rate | 85.7% | 84.0%+1.8pp | 82.5%+3.2pp | 80.8%+4.9pp |
| Annual return | 11.42% | 115.41%-104.0pp | 102.85%-91.4pp | 148.84%-137.4pp |
| Employer contribution / active EE | $7,252 | $4,647+56.1% | $4,425+63.9% | $4,248+70.7% |
| Participant deferral / active EE | $2,937 | $8,044-63.5% | $7,759-62.1% | $6,531-55.0% |
| Admin fee / account holder | $83,966 | $14,755+469.1% | $13,620+516.5% | $14,480+479.9% |