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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 | $121,525 | $115,796+4.9% | $101,264+20.0% | $158,950-23.5% |
| Participation rate | 86.7% | 79.4%+7.3pp | 75.8%+10.9pp | 82.0%+4.7pp |
| Annual return | 8.71% | 56.15%-47.4pp | 46.48%-37.8pp | 302.91%-294.2pp |
| Employer contribution / active EE | $6,361 | $4,175+52.3% | $3,660+73.8% | $4,762+33.6% |
| Participant deferral / active EE | $6,379 | $4,958+28.7% | $4,370+46.0% | $5,983+6.6% |
| Admin fee / account holder | $5,794 | $7,247-20.1% | $5,947-2.6% | $11,248-48.5% |