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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 | $183,592-41.3% | $155,574-30.7% | $145,877-26.1% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 9.62% | 61.37%-51.8pp | 64.87%-55.2pp | 551.28%-541.7pp |
| Employer contribution / active EE | $4,033 | $5,317-24.1% | $4,676-13.7% | $4,663-13.5% |
| Participant deferral / active EE | $10,086 | $6,466+56.0% | $5,629+79.2% | $6,691+50.7% |
| Admin fee / account holder | $10,230 | $19,316-47.0% | $15,914-35.7% | $13,402-23.7% |