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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 | $110,596 | $102,385+8.0% | $147,080-24.8% | $80,935+36.6% |
| Participation rate | 89.7% | 75.9%+13.8pp | 82.2%+7.5pp | 67.7%+22.0pp |
| Annual return | 16.79% | 135.09%-118.3pp | 420.17%-403.4pp | 35.66%-18.9pp |
| Employer contribution / active EE | $3,346 | $3,717-10.0% | $4,933-32.2% | $2,757+21.4% |
| Participant deferral / active EE | $7,180 | $6,651+8.0% | $8,066-11.0% | $4,299+67.0% |
| Admin fee / account holder | $7,942 | $7,951-0.1% | $12,989-38.9% | $6,924+14.7% |