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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 | $129,473 | $157,276-17.7% | $141,177-8.3% | $152,885-15.3% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.5%+8.5pp |
| Annual return | 15.56% | 64.33%-48.8pp | 71.40%-55.8pp | 345.39%-329.8pp |
| Employer contribution / active EE | $8,857 | $5,262+68.3% | $4,736+87.0% | $4,763+86.0% |
| Participant deferral / active EE | $3,367 | $7,110-52.7% | $6,710-49.8% | $5,851-42.5% |
| Admin fee / account holder | $1,542 | $12,123-87.3% | $10,263-85.0% | $11,598-86.7% |