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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 | $113,650 | $114,013-0.3% | $103,693+9.6% | $155,188-26.8% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 80.8%-0.8pp |
| Annual return | 9.99% | 49.31%-39.3pp | 47.61%-37.6pp | 148.84%-138.8pp |
| Employer contribution / active EE | $9,611 | $3,131+206.9% | $2,920+229.1% | $4,248+126.2% |
| Participant deferral / active EE | $9,888 | $4,970+99.0% | $4,579+115.9% | $6,531+51.4% |
| Admin fee / account holder | $51,012 | $8,407+506.8% | $7,858+549.2% | $14,480+252.3% |