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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 | $105,067 | $100,279+4.8% | $81,353+29.1% | $145,884-28.0% |
| Participation rate | 72.7% | 74.3%-1.5pp | 69.5%+3.2pp | 80.3%-7.6pp |
| Annual return | 8.05% | 34.49%-26.4pp | 24.82%-16.8pp | 551.85%-543.8pp |
| Employer contribution / active EE | $2,455 | $2,979-17.6% | $2,464-0.4% | $4,662-47.4% |
| Participant deferral / active EE | $6,690 | $4,611+45.1% | $3,885+72.2% | $6,6900% |
| Admin fee / account holder | $95,930 | $8,206+1068.9% | $5,766+1563.6% | $13,392+616.3% |