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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 | $107,415 | $117,846-8.9% | $102,434+4.9% | $145,884-26.4% |
| Participation rate | 91.7% | 78.6%+13.0pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 9.10% | 31.90%-22.8pp | 29.46%-20.4pp | 551.85%-542.7pp |
| Employer contribution / active EE | $6,265 | $3,615+73.3% | $3,023+107.2% | $4,662+34.4% |
| Participant deferral / active EE | $8,680 | $5,733+51.4% | $5,055+71.7% | $6,690+29.8% |
| Admin fee / account holder | $4,292 | $13,356-67.9% | $9,462-54.6% | $13,392-67.9% |