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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 | $105,059 | $118,877-11.6% | $96,570+8.8% | $167,536-37.3% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.8%+17.7pp | 82.1%+5.4pp |
| Annual return | 9.55% | 50.50%-41.0pp | 37.79%-28.2pp | 478.82%-469.3pp |
| Employer contribution / active EE | $3,125 | $3,121+0.1% | $2,357+32.6% | $4,839-35.4% |
| Participant deferral / active EE | $5,215 | $4,617+13.0% | $3,849+35.5% | $6,342-17.8% |
| Admin fee / account holder | $9,484 | $8,069+17.5% | $6,182+53.4% | $12,315-23.0% |