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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 | $104,044 | $183,539-43.3% | $155,556-33.1% | $145,897-28.7% |
| Participation rate | 91.3% | 82.7%+8.6pp | 78.2%+13.1pp | 80.3%+11.0pp |
| Annual return | 9.61% | 61.31%-51.7pp | 64.84%-55.2pp | 552.29%-542.7pp |
| Employer contribution / active EE | $5,519 | $5,315+3.8% | $4,675+18.1% | $4,663+18.4% |
| Participant deferral / active EE | $8,492 | $6,467+31.3% | $5,631+50.8% | $6,689+26.9% |
| Admin fee / account holder | $3,094 | $19,275-83.9% | $15,885-80.5% | $13,390-76.9% |