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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 | $97,522 | $112,131-13.0% | $95,964+1.6% | $158,982-38.7% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 23.37% | 171.19%-147.8pp | 91.64%-68.3pp | 302.99%-279.6pp |
| Employer contribution / active EE | $12,654 | $3,199+295.6% | $2,541+397.9% | $4,763+165.7% |
| Participant deferral / active EE | $6,210 | $4,784+29.8% | $4,167+49.0% | $5,983+3.8% |
| Admin fee / account holder | $1,423 | $10,136-86.0% | $6,797-79.1% | $11,252-87.4% |