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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 | $112,856 | $124,346-9.2% | $111,308+1.4% | $167,536-32.6% |
| Participation rate | 80.0% | 79.6%+0.4pp | 77.3%+2.7pp | 82.1%-2.1pp |
| Annual return | 12.06% | 37.45%-25.4pp | 54.67%-42.6pp | 478.82%-466.8pp |
| Employer contribution / active EE | $973 | $3,437-71.7% | $2,732-64.4% | $4,839-79.9% |
| Participant deferral / active EE | $3,437 | $5,182-33.7% | $4,487-23.4% | $6,342-45.8% |
| Admin fee / account holder | $105,053 | $10,621+889.1% | $7,965+1218.9% | $12,315+753.1% |