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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 | $99,931 | $106,280-6.0% | $96,538+3.5% | $139,487-28.4% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 11.13% | 38.48%-27.4pp | 35.74%-24.6pp | 373.84%-362.7pp |
| Employer contribution / active EE | $5,467 | $4,107+33.1% | $3,740+46.2% | $4,755+15.0% |
| Participant deferral / active EE | $3,499 | $5,457-35.9% | $4,880-28.3% | $6,713-47.9% |
| Admin fee / account holder | $68,309 | $7,888+766.0% | $6,737+913.9% | $11,407+498.8% |