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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 | $115,709 | $106,905+8.2% | $84,020+37.7% | $152,885-24.3% |
| Participation rate | 85.7% | 75.2%+10.5pp | 69.0%+16.7pp | 82.5%+3.3pp |
| Annual return | 18.34% | 105.00%-86.7pp | 71.31%-53.0pp | 345.39%-327.0pp |
| Employer contribution / active EE | $1,303 | $2,735-52.3% | $1,984-34.3% | $4,763-72.6% |
| Participant deferral / active EE | $5,012 | $4,012+24.9% | $3,239+54.7% | $5,851-14.3% |
| Admin fee / account holder | $3,768 | $8,287-54.5% | $6,101-38.2% | $11,598-67.5% |