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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 | $108,752 | $112,131-3.0% | $95,964+13.3% | $158,982-31.6% |
| Participation rate | 89.5% | 79.0%+10.5pp | 77.1%+12.4pp | 82.0%+7.5pp |
| Annual return | 11.83% | 171.19%-159.4pp | 91.64%-79.8pp | 302.99%-291.2pp |
| Employer contribution / active EE | $5,263 | $3,199+64.5% | $2,541+107.1% | $4,763+10.5% |
| Participant deferral / active EE | $3,731 | $4,784-22.0% | $4,167-10.5% | $5,983-37.6% |
| Admin fee / account holder | $6,525 | $10,136-35.6% | $6,797-4.0% | $11,252-42.0% |