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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 | $115,919 | $112,131+3.4% | $95,964+20.8% | $158,982-27.1% |
| Participation rate | 91.7% | 79.0%+12.7pp | 77.1%+14.6pp | 82.0%+9.7pp |
| Annual return | 12.03% | 171.19%-159.2pp | 91.64%-79.6pp | 302.99%-291.0pp |
| Employer contribution / active EE | $2,697 | $3,199-15.7% | $2,541+6.1% | $4,763-43.4% |
| Participant deferral / active EE | $8,015 | $4,784+67.5% | $4,167+92.3% | $5,983+33.9% |
| Admin fee / account holder | $8,171 | $10,136-19.4% | $6,797+20.2% | $11,252-27.4% |