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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 | $114,666 | $157,304-27.1% | $141,197-18.8% | $152,909-25.0% |
| Participation rate | 94.7% | 84.8%+9.9pp | 82.5%+12.3pp | 82.5%+12.3pp |
| Annual return | 18.58% | 64.34%-45.8pp | 71.41%-52.8pp | 345.46%-326.9pp |
| Employer contribution / active EE | $11,609 | $5,263+120.6% | $4,736+145.1% | $4,764+143.7% |
| Participant deferral / active EE | $8,060 | $7,111+13.4% | $6,710+20.1% | $5,851+37.8% |
| Admin fee / account holder | $4,963 | $12,126-59.1% | $10,265-51.6% | $11,601-57.2% |