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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 | $107,718 | $183,539-41.3% | $155,556-30.8% | $145,897-26.2% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 11.83% | 61.31%-49.5pp | 64.84%-53.0pp | 552.29%-540.5pp |
| Employer contribution / active EE | $6,583 | $5,315+23.9% | $4,675+40.8% | $4,663+41.2% |
| Participant deferral / active EE | $10,119 | $6,467+56.5% | $5,631+79.7% | $6,689+51.3% |
| Admin fee / account holder | $3,108 | $19,275-83.9% | $15,885-80.4% | $13,390-76.8% |