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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 | $183,516-28.7% | $155,534-15.9% | $145,884-10.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 14.78% | 61.43%-46.6pp | 64.92%-50.1pp | 551.85%-537.1pp |
| Employer contribution / active EE | $10,537 | $5,315+98.3% | $4,675+125.4% | $4,662+126.0% |
| Participant deferral / active EE | $13,624 | $6,467+110.7% | $5,630+142.0% | $6,690+103.7% |
| Admin fee / account holder | $9,791 | $19,293-49.3% | $15,900-38.4% | $13,392-26.9% |