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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 | $111,097 | $217,432-48.9% | $185,849-40.2% | $167,536-33.7% |
| Participation rate | 87.5% | 86.1%+1.4pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 10.01% | 148.42%-138.4pp | 122.10%-112.1pp | 478.82%-468.8pp |
| Employer contribution / active EE | $1,869 | $5,875-68.2% | $5,169-63.8% | $4,839-61.4% |
| Participant deferral / active EE | $8,487 | $6,357+33.5% | $5,569+52.4% | $6,342+33.8% |
| Admin fee / account holder | $6,601 | $19,818-66.7% | $16,244-59.4% | $12,315-46.4% |