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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 | $97,373 | $102,429-4.9% | $147,096-33.8% | $80,925+20.3% |
| Participation rate | 81.8% | 75.9%+6.0pp | 82.2%-0.4pp | 67.7%+14.2pp |
| Annual return | 21.32% | 135.02%-113.7pp | 419.75%-398.4pp | 35.65%-14.3pp |
| Employer contribution / active EE | $5,655 | $3,716+52.2% | $4,936+14.6% | $2,756+105.2% |
| Participant deferral / active EE | $11,931 | $6,649+79.4% | $8,071+47.8% | $4,299+177.5% |
| Admin fee / account holder | $7,891 | $7,957-0.8% | $13,005-39.3% | $6,940+13.7% |