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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 | $109,199 | $289,211-62.2% | $260,467-58.1% | $198,609-45.0% |
| Participation rate | 90.5% | 83.1%+7.4pp | 80.5%+10.0pp | 82.4%+8.1pp |
| Annual return | 12.29% | 112.90%-100.6pp | 100.60%-88.3pp | 202.70%-190.4pp |
| Employer contribution / active EE | $2,929 | $4,663-37.2% | $4,239-30.9% | $5,055-42.1% |
| Participant deferral / active EE | $6,741 | $6,812-1.0% | $6,319+6.7% | $6,977-3.4% |
| Admin fee / account holder | $7,462 | $16,236-54.0% | $15,461-51.7% | $19,030-60.8% |