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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 | $133,192 | $183,539-27.4% | $155,556-14.4% | $145,897-8.7% |
| Participation rate | 86.7% | 82.7%+4.0pp | 78.2%+8.4pp | 80.3%+6.4pp |
| Annual return | 11.00% | 61.31%-50.3pp | 64.84%-53.8pp | 552.29%-541.3pp |
| Employer contribution / active EE | $6,499 | $5,315+22.3% | $4,675+39.0% | $4,663+39.4% |
| Participant deferral / active EE | $3,567 | $6,467-44.8% | $5,631-36.7% | $6,689-46.7% |
| Admin fee / account holder | $6,340 | $19,275-67.1% | $15,885-60.1% | $13,390-52.7% |