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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 | $183,627-35.3% | $155,602-23.7% | $145,978-18.6% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 8.89% | 61.32%-52.4pp | 64.81%-55.9pp | 550.52%-541.6pp |
| Employer contribution / active EE | $3,600 | $5,316-32.3% | $4,675-23.0% | $4,662-22.8% |
| Participant deferral / active EE | $8,216 | $6,466+27.1% | $5,629+46.0% | $6,690+22.8% |
| Admin fee / account holder | $55,830 | $19,327+188.9% | $15,923+250.6% | $13,400+316.6% |