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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 | $120,154 | $183,592-34.6% | $155,574-22.8% | $145,877-17.6% |
| Participation rate | 84.2% | 82.7%+1.5pp | 78.2%+6.0pp | 80.3%+3.9pp |
| Annual return | 12.59% | 61.37%-48.8pp | 64.87%-52.3pp | 551.28%-538.7pp |
| Employer contribution / active EE | $7,031 | $5,317+32.2% | $4,676+50.4% | $4,663+50.8% |
| Participant deferral / active EE | $6,070 | $6,466-6.1% | $5,629+7.8% | $6,691-9.3% |
| Admin fee / account holder | $10,373 | $19,316-46.3% | $15,914-34.8% | $13,402-22.6% |