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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 | $109,350 | $111,535-2.0% | $105,223+3.9% | $137,256-20.3% |
| Participation rate | 86.7% | 78.1%+8.6pp | 75.0%+11.6pp | 80.0%+6.7pp |
| Annual return | 11.71% | 237.85%-226.1pp | 180.65%-168.9pp | 220.34%-208.6pp |
| Employer contribution / active EE | $7,128 | $3,939+80.9% | $3,689+93.3% | $4,156+71.5% |
| Participant deferral / active EE | $3,973 | $5,500-27.8% | $5,072-21.7% | $6,407-38.0% |
| Admin fee / account holder | $63,612 | $9,721+554.3% | $8,859+618.1% | $12,270+418.4% |