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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 | $103,390 | $100,147+3.2% | $81,286+27.2% | $145,877-29.1% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.5%+13.8pp | 80.3%+3.0pp |
| Annual return | 12.68% | 34.44%-21.8pp | 24.80%-12.1pp | 551.28%-538.6pp |
| Employer contribution / active EE | $10,570 | $2,977+255.0% | $2,463+329.2% | $4,663+126.7% |
| Participant deferral / active EE | $10,720 | $4,607+132.7% | $3,883+176.1% | $6,691+60.2% |
| Admin fee / account holder | $5,000 | $8,201-39.0% | $5,764-13.3% | $13,402-62.7% |