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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 | $169,420 | $183,592-7.7% | $155,574+8.9% | $145,877+16.1% |
| Participation rate | 95.8% | 82.7%+13.1pp | 78.2%+17.6pp | 80.3%+15.5pp |
| Annual return | 11.23% | 61.37%-50.1pp | 64.87%-53.6pp | 551.28%-540.1pp |
| Employer contribution / active EE | $13,877 | $5,317+161.0% | $4,676+196.8% | $4,663+197.6% |
| Participant deferral / active EE | $6,485 | $6,466+0.3% | $5,629+15.2% | $6,691-3.1% |
| Admin fee / account holder | $5,463 | $19,316-71.7% | $15,914-65.7% | $13,402-59.2% |