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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 | $114,119-4.2% | $107,187+2.0% | $138,895-21.3% |
| Participation rate | 86.7% | 78.1%+8.6pp | 75.0%+11.6pp | 79.9%+6.7pp |
| Annual return | 11.71% | 273.21%-261.5pp | 204.55%-192.8pp | 145.39%-133.7pp |
| Employer contribution / active EE | $7,128 | $4,059+75.6% | $3,782+88.5% | $4,194+70.0% |
| Participant deferral / active EE | $3,973 | $5,538-28.3% | $5,096-22.0% | $6,396-37.9% |
| Admin fee / account holder | $63,612 | $10,024+534.6% | $9,162+594.3% | $12,562+406.4% |