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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 | $166,268-17.6% | $165,100-17.0% | $145,897-6.0% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 10.12% | 100.52%-90.4pp | 70.21%-60.1pp | 552.29%-542.2pp |
| Employer contribution / active EE | $8,308 | $5,284+57.2% | $4,348+91.1% | $4,663+78.2% |
| Participant deferral / active EE | $8,912 | $6,964+28.0% | $6,035+47.7% | $6,689+33.2% |
| Admin fee / account holder | $5,017 | $16,659-69.9% | $12,696-60.5% | $13,390-62.5% |