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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 | $125,184-20.4% | $105,607-5.6% | $145,884-31.7% |
| Participation rate | 85.7% | 77.6%+8.1pp | 75.3%+10.4pp | 80.3%+5.4pp |
| Annual return | 9.57% | 225.00%-215.4pp | 116.11%-106.5pp | 551.85%-542.3pp |
| Employer contribution / active EE | $3,959 | $3,720+6.4% | $3,167+25.0% | $4,662-15.1% |
| Participant deferral / active EE | $10,433 | $5,714+82.6% | $5,011+108.2% | $6,690+56.0% |
| Admin fee / account holder | $126,679 | $17,133+639.4% | $10,958+1056.0% | $13,392+845.9% |