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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 | $110,140 | $107,353+2.6% | $92,903+18.6% | $152,885-28.0% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.5%-11.0pp |
| Annual return | 43.67% | 145.62%-101.9pp | 109.43%-65.8pp | 345.39%-301.7pp |
| Employer contribution / active EE | $6,561 | $4,222+55.4% | $3,653+79.6% | $4,763+37.8% |
| Participant deferral / active EE | $4,460 | $4,848-8.0% | $4,238+5.2% | $5,851-23.8% |
| Admin fee / account holder | $3,634 | $7,081-48.7% | $5,795-37.3% | $11,598-68.7% |