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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 | $106,551 | $162,136-34.3% | $152,301-30.0% | $154,746-31.1% |
| Participation rate | 86.7% | 84.1%+2.6pp | 82.4%+4.2pp | 80.7%+6.0pp |
| Annual return | 15.17% | 91.02%-75.9pp | 80.50%-65.3pp | 172.34%-157.2pp |
| Employer contribution / active EE | $3,369 | $4,890-31.1% | $4,624-27.1% | $4,379-23.1% |
| Participant deferral / active EE | $5,914 | $8,341-29.1% | $8,004-26.1% | $6,730-12.1% |
| Admin fee / account holder | $35,886 | $15,759+127.7% | $14,398+149.2% | $14,365+149.8% |