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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 | $113,951 | $181,062-37.1% | $158,223-28.0% | $155,188-26.6% |
| Participation rate | 91.7% | 82.7%+9.0pp | 79.2%+12.5pp | 80.8%+10.9pp |
| Annual return | 9.91% | 57.39%-47.5pp | 52.09%-42.2pp | 148.84%-138.9pp |
| Employer contribution / active EE | $5,238 | $4,565+14.7% | $4,109+27.5% | $4,248+23.3% |
| Participant deferral / active EE | $4,674 | $6,134-23.8% | $5,467-14.5% | $6,531-28.4% |
| Admin fee / account holder | $7,193 | $18,825-61.8% | $16,047-55.2% | $14,480-50.3% |