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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 | $84,250 | $157,304-46.4% | $141,197-40.3% | $152,909-44.9% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 44.02% | 64.34%-20.3pp | 71.41%-27.4pp | 345.46%-301.4pp |
| Employer contribution / active EE | $10,386 | $5,263+97.4% | $4,736+119.3% | $4,764+118.0% |
| Participant deferral / active EE | $12,742 | $7,111+79.2% | $6,710+89.9% | $5,851+117.8% |
| Admin fee / account holder | $11,694 | $12,126-3.6% | $10,265+13.9% | $11,601+0.8% |