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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 | $103,442 | $100,125+3.3% | $81,482+26.9% | $145,978-29.1% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.5%+18.0pp | 80.3%+7.2pp |
| Annual return | 10.18% | 34.44%-24.3pp | 24.79%-14.6pp | 550.52%-540.3pp |
| Employer contribution / active EE | $3,841 | $2,977+29.0% | $2,463+55.9% | $4,662-17.6% |
| Participant deferral / active EE | $7,081 | $4,609+53.6% | $3,885+82.3% | $6,690+5.9% |
| Admin fee / account holder | $77,119 | $8,198+840.7% | $5,761+1238.5% | $13,400+475.5% |