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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 | $106,110 | $183,592-42.2% | $155,574-31.8% | $145,877-27.3% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 16.60% | 61.37%-44.8pp | 64.87%-48.3pp | 551.28%-534.7pp |
| Employer contribution / active EE | $2,858 | $5,317-46.2% | $4,676-38.9% | $4,663-38.7% |
| Participant deferral / active EE | $9,051 | $6,466+40.0% | $5,629+60.8% | $6,691+35.3% |
| Admin fee / account holder | $12,910 | $19,316-33.2% | $15,914-18.9% | $13,402-3.7% |