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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 | $119,684 | $185,905-35.6% | $170,057-29.6% | $139,487-14.2% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 18.78% | 60.56%-41.8pp | 53.42%-34.6pp | 373.84%-355.1pp |
| Employer contribution / active EE | $4,798 | $7,597-36.8% | $6,790-29.3% | $4,755+0.9% |
| Participant deferral / active EE | $15,382 | $11,627+32.3% | $10,411+47.8% | $6,713+129.2% |
| Admin fee / account holder | $11,507 | $15,397-25.3% | $12,826-10.3% | $11,407+0.9% |