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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 | $108,886 | $172,111-36.7% | $150,298-27.6% | $137,256-20.7% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 13.85% | 69.37%-55.5pp | 62.79%-48.9pp | 220.34%-206.5pp |
| Employer contribution / active EE | $9,950 | $4,636+114.6% | $4,154+139.5% | $4,156+139.4% |
| Participant deferral / active EE | $5,233 | $6,166-15.1% | $5,453-4.0% | $6,407-18.3% |
| Admin fee / account holder | $8,972 | $16,471-45.5% | $14,116-36.4% | $12,270-26.9% |