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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 | $107,635 | $102,422+5.1% | $147,117-26.8% | $80,959+33.0% |
| Participation rate | 84.0% | 75.9%+8.1pp | 82.2%+1.8pp | 67.7%+16.3pp |
| Annual return | 12.91% | 135.16%-122.2pp | 420.54%-407.6pp | 35.67%-22.8pp |
| Employer contribution / active EE | $3,380 | $3,717-9.1% | $4,932-31.5% | $2,757+22.6% |
| Participant deferral / active EE | $6,683 | $6,652+0.5% | $8,065-17.1% | $4,300+55.4% |
| Admin fee / account holder | $17,240 | $7,953+116.8% | $12,993+32.7% | $6,925+148.9% |