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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 | $93,144 | $107,368-13.2% | $92,915+0.2% | $152,909-39.1% |
| Participation rate | 92.9% | 79.8%+13.1pp | 76.0%+16.9pp | 82.5%+10.4pp |
| Annual return | 16.31% | 145.64%-129.3pp | 109.45%-93.1pp | 345.46%-329.2pp |
| Employer contribution / active EE | $2,706 | $4,222-35.9% | $3,653-25.9% | $4,764-43.2% |
| Participant deferral / active EE | $7,106 | $4,848+46.6% | $4,238+67.7% | $5,851+21.4% |
| Admin fee / account holder | $31,456 | $7,082+344.2% | $5,796+442.8% | $11,601+171.2% |