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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 | $127,824 | $166,131-23.1% | $164,975-22.5% | $145,877-12.4% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 10.14% | 100.37%-90.2pp | 70.12%-60.0pp | 551.28%-541.1pp |
| Employer contribution / active EE | $10,228 | $5,276+93.9% | $4,343+135.5% | $4,663+119.3% |
| Participant deferral / active EE | $9,735 | $6,962+39.8% | $6,033+61.3% | $6,691+45.5% |
| Admin fee / account holder | $4,264 | $16,648-74.4% | $12,688-66.4% | $13,402-68.2% |