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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 | $101,002 | $115,814-12.8% | $101,275-0.3% | $158,982-36.5% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | 17.73% | 56.16%-38.4pp | 46.48%-28.8pp | 302.99%-285.3pp |
| Employer contribution / active EE | $8,089 | $4,176+93.7% | $3,660+121.0% | $4,763+69.8% |
| Participant deferral / active EE | $1,955 | $4,958-60.6% | $4,371-55.3% | $5,983-67.3% |
| Admin fee / account holder | $3,097 | $7,249-57.3% | $5,948-47.9% | $11,252-72.5% |