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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 | $108,697 | $112,121-3.1% | $95,960+13.3% | $158,966-31.6% |
| Participation rate | 73.7% | 79.0%-5.3pp | 77.1%-3.4pp | 82.0%-8.3pp |
| Annual return | 15.24% | 171.16%-155.9pp | 91.63%-76.4pp | 302.95%-287.7pp |
| Employer contribution / active EE | $4,721 | $3,199+47.6% | $2,541+85.8% | $4,762-0.9% |
| Participant deferral / active EE | $3,476 | $4,784-27.4% | $4,167-16.6% | $5,983-41.9% |
| Admin fee / account holder | $371 | $10,135-96.3% | $6,797-94.5% | $11,250-96.7% |