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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 | $105,749 | $117,829-10.3% | $102,423+3.2% | $145,877-27.5% |
| Participation rate | 76.9% | 78.6%-1.7pp | 76.5%+0.4pp | 80.3%-3.4pp |
| Annual return | 17.66% | 31.83%-14.2pp | 29.42%-11.8pp | 551.28%-533.6pp |
| Employer contribution / active EE | $5,467 | $3,615+51.3% | $3,023+80.9% | $4,663+17.2% |
| Participant deferral / active EE | $14,301 | $5,732+149.5% | $5,054+183.0% | $6,691+113.8% |
| Admin fee / account holder | $52,350 | $13,335+292.6% | $9,455+453.7% | $13,402+290.6% |