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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% | $155,567-15.9% | $145,959-10.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 14.78% | 61.24%-46.5pp | 64.74%-50.0pp | 561.95%-547.2pp |
| Employer contribution / active EE | $10,537 | $5,315+98.3% | $4,674+125.4% | $4,661+126.1% |
| Participant deferral / active EE | $13,624 | $6,464+110.8% | $5,628+142.1% | $6,689+103.7% |
| Admin fee / account holder | $9,791 | $19,318-49.3% | $15,916-38.5% | $13,398-26.9% |