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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 | $110,507 | $125,237-11.8% | $105,608+4.6% | $145,877-24.2% |
| Participation rate | 93.3% | 77.7%+15.7pp | 75.3%+18.0pp | 80.3%+13.0pp |
| Annual return | 11.76% | 225.76%-214.0pp | 116.50%-104.7pp | 551.28%-539.5pp |
| Employer contribution / active EE | $4,952 | $3,720+33.1% | $3,167+56.4% | $4,663+6.2% |
| Participant deferral / active EE | $5,441 | $5,711-4.7% | $5,010+8.6% | $6,691-18.7% |
| Admin fee / account holder | $2,544 | $17,287-85.3% | $11,028-76.9% | $13,402-81.0% |