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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 | $105,385 | $107,353-1.8% | $92,903+13.4% | $152,885-31.1% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.5%+0.9pp |
| Annual return | 22.79% | 145.62%-122.8pp | 109.43%-86.6pp | 345.39%-322.6pp |
| Employer contribution / active EE | $2,543 | $4,222-39.8% | $3,653-30.4% | $4,763-46.6% |
| Participant deferral / active EE | $4,536 | $4,848-6.4% | $4,238+7.0% | $5,851-22.5% |
| Admin fee / account holder | $465 | $7,081-93.4% | $5,795-92.0% | $11,598-96.0% |