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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 | $105,908 | $115,814-8.6% | $101,275+4.6% | $158,982-33.4% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | 20.63% | 56.16%-35.5pp | 46.48%-25.8pp | 302.99%-282.4pp |
| Employer contribution / active EE | $2,837 | $4,176-32.1% | $3,660-22.5% | $4,763-40.4% |
| Participant deferral / active EE | $8,215 | $4,958+65.7% | $4,371+88.0% | $5,983+37.3% |
| Admin fee / account holder | $2,696 | $7,249-62.8% | $5,948-54.7% | $11,252-76.0% |