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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 | $104,599 | $103,038+1.5% | $90,324+15.8% | $152,909-31.6% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.5%+6.4pp |
| Annual return | 18.07% | 95.25%-77.2pp | 78.15%-60.1pp | 345.46%-327.4pp |
| Employer contribution / active EE | $11,463 | $3,141+265.0% | $2,856+301.4% | $4,764+140.6% |
| Participant deferral / active EE | $12,262 | $4,282+186.4% | $3,885+215.6% | $5,851+109.6% |
| Admin fee / account holder | $61,551 | $6,177+896.4% | $5,356+1049.3% | $11,601+430.6% |