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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 | $99,414 | $115,814-14.2% | $101,275-1.8% | $158,982-37.5% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 11.21% | 56.16%-44.9pp | 46.48%-35.3pp | 302.99%-291.8pp |
| Employer contribution / active EE | $16,464 | $4,176+294.3% | $3,660+349.8% | $4,763+245.7% |
| Participant deferral / active EE | $6,638 | $4,958+33.9% | $4,371+51.9% | $5,983+10.9% |
| Admin fee / account holder | $1,590 | $7,249-78.1% | $5,948-73.3% | $11,252-85.9% |