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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 | $106,714 | $148,623-28.2% | $135,974-21.5% | $139,466-23.5% |
| Participation rate | 94.7% | 83.9%+10.9pp | 81.9%+12.8pp | 80.3%+14.4pp |
| Annual return | 16.05% | 79.30%-63.2pp | 68.30%-52.3pp | 373.66%-357.6pp |
| Employer contribution / active EE | $6,770 | $5,246+29.0% | $4,859+39.3% | $4,754+42.4% |
| Participant deferral / active EE | $5,660 | $8,103-30.2% | $7,760-27.1% | $6,712-15.7% |
| Admin fee / account holder | $527 | $12,406-95.8% | $10,767-95.1% | $11,409-95.4% |