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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 | $108,377 | $107,941+0.4% | $91,994+17.8% | $152,897-29.1% |
| Participation rate | 86.7% | 81.2%+5.5pp | 78.6%+8.0pp | 82.5%+4.2pp |
| Annual return | 23.29% | 89.28%-66.0pp | 69.04%-45.7pp | 345.43%-322.1pp |
| Employer contribution / active EE | $10,400 | $4,212+146.9% | $3,453+201.2% | $4,764+118.3% |
| Participant deferral / active EE | $8,725 | $6,366+37.1% | $5,924+47.3% | $5,851+49.1% |
| Admin fee / account holder | $791 | $10,521-92.5% | $7,744-89.8% | $11,599-93.2% |