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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 | $108,366 | $117,846-8.0% | $102,434+5.8% | $145,884-25.7% |
| Participation rate | 79.2% | 78.6%+0.5pp | 76.5%+2.7pp | 80.3%-1.1pp |
| Annual return | 13.25% | 31.90%-18.6pp | 29.46%-16.2pp | 551.85%-538.6pp |
| Employer contribution / active EE | $6,250 | $3,615+72.9% | $3,023+106.7% | $4,662+34.1% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,123 | $13,356-91.6% | $9,462-88.1% | $13,392-91.6% |