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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 | $114,393 | $110,039+4.0% | $97,260+17.6% | $145,884-21.6% |
| Participation rate | 85.7% | 75.9%+9.8pp | 72.7%+13.1pp | 80.3%+5.4pp |
| Annual return | 42.43% | 244.44%-202.0pp | 75.54%-33.1pp | 551.85%-509.4pp |
| Employer contribution / active EE | $2,746 | $3,074-10.7% | $2,721+0.9% | $4,662-41.1% |
| Participant deferral / active EE | $11,169 | $4,674+139.0% | $4,262+162.1% | $6,690+67.0% |
| Admin fee / account holder | $15,144 | $6,204+144.1% | $5,640+168.5% | $13,392+13.1% |