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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 | $132,959 | $183,516-27.5% | $155,534-14.5% | $145,884-8.9% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 16.00% | 61.43%-45.4pp | 64.92%-48.9pp | 551.85%-535.9pp |
| Employer contribution / active EE | $8,600 | $5,315+61.8% | $4,675+84.0% | $4,662+84.5% |
| Participant deferral / active EE | $9,096 | $6,467+40.7% | $5,630+61.6% | $6,690+36.0% |
| Admin fee / account holder | $8,927 | $19,293-53.7% | $15,900-43.9% | $13,392-33.3% |