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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 | $130,799 | $183,592-28.8% | $155,574-15.9% | $145,877-10.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 14.78% | 61.37%-46.6pp | 64.87%-50.1pp | 551.28%-536.5pp |
| Employer contribution / active EE | $10,537 | $5,317+98.2% | $4,676+125.4% | $4,663+126.0% |
| Participant deferral / active EE | $13,624 | $6,466+110.7% | $5,629+142.0% | $6,691+103.6% |
| Admin fee / account holder | $9,791 | $19,316-49.3% | $15,914-38.5% | $13,402-26.9% |