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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 | $109,614 | $118,708-7.7% | $98,920+10.8% | $158,982-31.1% |
| Participation rate | 83.3% | 77.8%+5.5pp | 76.0%+7.3pp | 82.0%+1.4pp |
| Annual return | 5.37% | 372.49%-367.1pp | 196.47%-191.1pp | 302.99%-297.6pp |
| Employer contribution / active EE | $3,529 | $3,334+5.8% | $2,689+31.2% | $4,763-25.9% |
| Participant deferral / active EE | $5,429 | $5,089+6.7% | $4,245+27.9% | $5,983-9.3% |
| Admin fee / account holder | $1,071 | $10,134-89.4% | $6,643-83.9% | $11,252-90.5% |