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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 | $107,807 | $183,539-41.3% | $155,556-30.7% | $145,897-26.1% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 9.62% | 61.31%-51.7pp | 64.84%-55.2pp | 552.29%-542.7pp |
| Employer contribution / active EE | $4,033 | $5,315-24.1% | $4,675-13.7% | $4,663-13.5% |
| Participant deferral / active EE | $10,086 | $6,467+56.0% | $5,631+79.1% | $6,689+50.8% |
| Admin fee / account holder | $10,230 | $19,275-46.9% | $15,885-35.6% | $13,390-23.6% |