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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 | $118,801 | $183,539-35.3% | $155,556-23.6% | $145,897-18.6% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 8.89% | 61.31%-52.4pp | 64.84%-56.0pp | 552.29%-543.4pp |
| Employer contribution / active EE | $3,600 | $5,315-32.3% | $4,675-23.0% | $4,663-22.8% |
| Participant deferral / active EE | $8,216 | $6,467+27.1% | $5,631+45.9% | $6,689+22.8% |
| Admin fee / account holder | $55,830 | $19,275+189.7% | $15,885+251.5% | $13,390+316.9% |