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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 | $108,187 | $114,013-5.1% | $103,693+4.3% | $155,188-30.3% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 80.8%-5.8pp |
| Annual return | 10.92% | 49.31%-38.4pp | 47.61%-36.7pp | 148.84%-137.9pp |
| Employer contribution / active EE | $9,176 | $3,131+193.1% | $2,920+214.2% | $4,248+116.0% |
| Participant deferral / active EE | $7,295 | $4,970+46.8% | $4,579+59.3% | $6,531+11.7% |
| Admin fee / account holder | $12,328 | $8,407+46.6% | $7,858+56.9% | $14,480-14.9% |