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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 | $101,635 | $106,247-4.3% | $96,515+5.3% | $139,466-27.1% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 12.93% | 38.47%-25.5pp | 35.73%-22.8pp | 373.66%-360.7pp |
| Employer contribution / active EE | $19,346 | $4,106+371.2% | $3,740+417.3% | $4,754+306.9% |
| Participant deferral / active EE | $8,078 | $5,456+48.1% | $4,880+65.5% | $6,712+20.4% |
| Admin fee / account holder | $32,798 | $7,885+316.0% | $6,735+386.9% | $11,409+187.5% |