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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 | $103,700 | $183,592-43.5% | $155,574-33.3% | $145,877-28.9% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 8.88% | 61.37%-52.5pp | 64.87%-56.0pp | 551.28%-542.4pp |
| Employer contribution / active EE | $3,581 | $5,317-32.6% | $4,676-23.4% | $4,663-23.2% |
| Participant deferral / active EE | $9,570 | $6,466+48.0% | $5,629+70.0% | $6,691+43.0% |
| Admin fee / account holder | $19,322 | $19,3160% | $15,914+21.4% | $13,402+44.2% |