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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 | $76,411 | $183,539-58.4% | $155,556-50.9% | $145,897-47.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 9.84% | 61.31%-51.5pp | 64.84%-55.0pp | 552.29%-542.5pp |
| Employer contribution / active EE | $4,482 | $5,315-15.7% | $4,675-4.1% | $4,663-3.9% |
| Participant deferral / active EE | $11,303 | $6,467+74.8% | $5,631+100.7% | $6,689+69.0% |
| Admin fee / account holder | $57,239 | $19,275+197.0% | $15,885+260.3% | $13,390+327.5% |