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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 | $98,272 | $108,911-9.8% | $100,392-2.1% | $145,884-32.6% |
| Participation rate | 85.7% | 83.0%+2.7pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 12.54% | 58.23%-45.7pp | 49.45%-36.9pp | 551.85%-539.3pp |
| Employer contribution / active EE | $10,412 | $4,420+135.6% | $3,941+164.2% | $4,662+123.3% |
| Participant deferral / active EE | $10,092 | $8,459+19.3% | $8,090+24.8% | $6,690+50.9% |
| Admin fee / account holder | $988 | $9,698-89.8% | $7,904-87.5% | $13,392-92.6% |