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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 | $183,539-40.3% | $155,556-29.6% | $145,897-24.9% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 11.55% | 61.31%-49.8pp | 64.84%-53.3pp | 552.29%-540.7pp |
| Employer contribution / active EE | $4,469 | $5,315-15.9% | $4,675-4.4% | $4,663-4.2% |
| Participant deferral / active EE | $8,549 | $6,467+32.2% | $5,631+51.8% | $6,689+27.8% |
| Admin fee / account holder | $10,809 | $19,275-43.9% | $15,885-32.0% | $13,390-19.3% |