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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 | $108,123 | $112,131-3.6% | $95,964+12.7% | $158,982-32.0% |
| Participation rate | 94.7% | 79.0%+15.7pp | 77.1%+17.7pp | 82.0%+12.8pp |
| Annual return | 11.73% | 171.19%-159.5pp | 91.64%-79.9pp | 302.99%-291.3pp |
| Employer contribution / active EE | $3,308 | $3,199+3.4% | $2,541+30.2% | $4,763-30.6% |
| Participant deferral / active EE | $6,630 | $4,784+38.6% | $4,167+59.1% | $5,983+10.8% |
| Admin fee / account holder | $8,276 | $10,136-18.3% | $6,797+21.8% | $11,252-26.4% |