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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 | $100,262+3.1% | $81,370+27.1% | $145,897-29.1% |
| Participation rate | 83.3% | 74.3%+9.1pp | 69.5%+13.8pp | 80.3%+3.0pp |
| Annual return | 12.68% | 34.52%-21.8pp | 24.85%-12.2pp | 552.29%-539.6pp |
| Employer contribution / active EE | $10,570 | $2,979+254.8% | $2,464+329.0% | $4,663+126.7% |
| Participant deferral / active EE | $10,720 | $4,612+132.4% | $3,885+175.9% | $6,689+60.3% |
| Admin fee / account holder | $5,000 | $8,163-38.8% | $5,749-13.0% | $13,390-62.7% |