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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 | $105,130 | $72,071+45.9% | $68,368+53.8% | $137,256-23.4% |
| Participation rate | 72.2% | 76.2%-4.0pp | 73.8%-1.5pp | 80.0%-7.7pp |
| Annual return | 13.56% | 353.14%-339.6pp | 292.57%-279.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $2,554 | $2,788-8.4% | $2,649-3.6% | $4,156-38.5% |
| Participant deferral / active EE | $8,970 | $4,410+103.4% | $4,123+117.6% | $6,407+40.0% |
| Admin fee / account holder | $3,867 | $5,336-27.5% | $5,150-24.9% | $12,270-68.5% |