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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 | $96,329 | $115,814-16.8% | $101,275-4.9% | $158,982-39.4% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 29.49% | 56.16%-26.7pp | 46.48%-17.0pp | 302.99%-273.5pp |
| Employer contribution / active EE | $1,201 | $4,176-71.2% | $3,660-67.2% | $4,763-74.8% |
| Participant deferral / active EE | $6,748 | $4,958+36.1% | $4,371+54.4% | $5,983+12.8% |
| Admin fee / account holder | $18,866 | $7,249+160.3% | $5,948+217.2% | $11,252+67.7% |