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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 | $99,658 | $125,190-20.4% | $105,624-5.6% | $145,897-31.7% |
| Participation rate | 85.7% | 77.6%+8.1pp | 75.3%+10.4pp | 80.3%+5.4pp |
| Annual return | 9.57% | 225.22%-215.6pp | 116.20%-106.6pp | 552.29%-542.7pp |
| Employer contribution / active EE | $3,959 | $3,720+6.4% | $3,168+25.0% | $4,663-15.1% |
| Participant deferral / active EE | $10,433 | $5,716+82.5% | $5,013+108.1% | $6,689+56.0% |
| Admin fee / account holder | $126,679 | $17,138+639.2% | $10,961+1055.7% | $13,390+846.0% |