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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 | $102,721 | $166,242-38.2% | $165,071-37.8% | $145,884-29.6% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.6pp |
| Annual return | 11.84% | 100.44%-88.6pp | 70.17%-58.3pp | 551.85%-540.0pp |
| Employer contribution / active EE | $10,280 | $5,283+94.6% | $4,347+136.5% | $4,662+120.5% |
| Participant deferral / active EE | $4,864 | $6,964-30.2% | $6,035-19.4% | $6,690-27.3% |
| Admin fee / account holder | $14,629 | $16,658-12.2% | $12,695+15.2% | $13,392+9.2% |