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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 | $164,120 | $289,211-43.3% | $260,467-37.0% | $198,609-17.4% |
| Participation rate | 71.4% | 83.1%-11.7pp | 80.5%-9.0pp | 82.4%-10.9pp |
| Annual return | 16.68% | 112.90%-96.2pp | 100.60%-83.9pp | 202.70%-186.0pp |
| Employer contribution / active EE | $10,819 | $4,663+132.0% | $4,239+155.3% | $5,055+114.0% |
| Participant deferral / active EE | $12,876 | $6,812+89.0% | $6,319+103.8% | $6,977+84.6% |
| Admin fee / account holder | $1,647 | $16,236-89.9% | $15,461-89.3% | $19,030-91.3% |