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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 | $183,539-34.5% | $155,556-22.8% | $145,897-17.6% |
| Participation rate | 84.2% | 82.7%+1.5pp | 78.2%+6.0pp | 80.3%+3.9pp |
| Annual return | 12.59% | 61.31%-48.7pp | 64.84%-52.2pp | 552.29%-539.7pp |
| Employer contribution / active EE | $7,031 | $5,315+32.3% | $4,675+50.4% | $4,663+50.8% |
| Participant deferral / active EE | $6,070 | $6,467-6.1% | $5,631+7.8% | $6,689-9.3% |
| Admin fee / account holder | $10,373 | $19,275-46.2% | $15,885-34.7% | $13,390-22.5% |