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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 | $126,647 | $157,304-19.5% | $141,197-10.3% | $152,909-17.2% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.5%-0.6pp |
| Annual return | 23.63% | 64.34%-40.7pp | 71.41%-47.8pp | 345.46%-321.8pp |
| Employer contribution / active EE | $9,806 | $5,263+86.3% | $4,736+107.1% | $4,764+105.8% |
| Participant deferral / active EE | $6,364 | $7,111-10.5% | $6,710-5.2% | $5,851+8.8% |
| Admin fee / account holder | $5,170 | $12,126-57.4% | $10,265-49.6% | $11,601-55.4% |