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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 | $111,050 | $102,382+8.5% | $147,005-24.5% | $80,874+37.3% |
| Participation rate | 94.1% | 75.8%+18.3pp | 82.2%+12.0pp | 67.6%+26.5pp |
| Annual return | 23.77% | 134.89%-111.1pp | 418.76%-395.0pp | 35.62%-11.8pp |
| Employer contribution / active EE | $3,476 | $3,715-6.4% | $4,934-29.5% | $2,756+26.2% |
| Participant deferral / active EE | $6,939 | $6,646+4.4% | $8,070-14.0% | $4,297+61.5% |
| Admin fee / account holder | $7,953 | $7,942+0.1% | $13,006-38.9% | $6,935+14.7% |