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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 | $119,663 | $112,121+6.7% | $95,960+24.7% | $158,966-24.7% |
| Participation rate | 88.9% | 79.0%+9.9pp | 77.1%+11.8pp | 82.0%+6.9pp |
| Annual return | 16.18% | 171.16%-155.0pp | 91.63%-75.5pp | 302.95%-286.8pp |
| Employer contribution / active EE | $3,095 | $3,199-3.3% | $2,541+21.8% | $4,762-35.0% |
| Participant deferral / active EE | $5,045 | $4,784+5.5% | $4,167+21.1% | $5,983-15.7% |
| Admin fee / account holder | $995 | $10,135-90.2% | $6,797-85.4% | $11,250-91.2% |