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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 | $84,729 | $183,592-53.8% | $155,574-45.5% | $145,877-41.9% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 10.70% | 61.37%-50.7pp | 64.87%-54.2pp | 551.28%-540.6pp |
| Employer contribution / active EE | $6,142 | $5,317+15.5% | $4,676+31.4% | $4,663+31.7% |
| Participant deferral / active EE | $5,486 | $6,466-15.2% | $5,629-2.5% | $6,691-18.0% |
| Admin fee / account holder | $5,627 | $19,316-70.9% | $15,914-64.6% | $13,402-58.0% |