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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 | $120,703 | $148,629-18.8% | $135,982-11.2% | $139,487-13.5% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 16.70% | 79.33%-62.6pp | 68.32%-51.6pp | 373.84%-357.1pp |
| Employer contribution / active EE | $7,838 | $5,247+49.4% | $4,859+61.3% | $4,755+64.9% |
| Participant deferral / active EE | $4,456 | $8,102-45.0% | $7,760-42.6% | $6,713-33.6% |
| Admin fee / account holder | $952 | $12,406-92.3% | $10,767-91.2% | $11,407-91.7% |