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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 | $109,517 | $183,592-40.3% | $155,574-29.6% | $145,877-24.9% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 11.55% | 61.37%-49.8pp | 64.87%-53.3pp | 551.28%-539.7pp |
| Employer contribution / active EE | $4,469 | $5,317-15.9% | $4,676-4.4% | $4,663-4.2% |
| Participant deferral / active EE | $8,549 | $6,466+32.2% | $5,629+51.9% | $6,691+27.8% |
| Admin fee / account holder | $10,809 | $19,316-44.0% | $15,914-32.1% | $13,402-19.3% |