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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 | $137,072 | $166,020-17.4% | $164,866-16.9% | $145,959-6.1% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 10.12% | 100.08%-90.0pp | 69.97%-59.8pp | 561.95%-551.8pp |
| Employer contribution / active EE | $8,308 | $5,275+57.5% | $4,343+91.3% | $4,661+78.3% |
| Participant deferral / active EE | $8,912 | $6,961+28.0% | $6,033+47.7% | $6,689+33.2% |
| Admin fee / account holder | $5,017 | $16,644-69.9% | $12,689-60.5% | $13,398-62.6% |