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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 | $112,269 | $102,638+9.4% | $81,982+36.9% | $158,982-29.4% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.3%+5.7pp | 82.0%-7.0pp |
| Annual return | 16.04% | 61.05%-45.0pp | 41.31%-25.3pp | 302.99%-286.9pp |
| Employer contribution / active EE | $7,044 | $3,241+117.4% | $2,498+182.0% | $4,763+47.9% |
| Participant deferral / active EE | $4,210 | $4,649-9.4% | $3,722+13.1% | $5,983-29.6% |
| Admin fee / account holder | $1,301 | $8,237-84.2% | $5,665-77.0% | $11,252-88.4% |