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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 | $111,913 | $108,942+2.7% | $100,415+11.5% | $145,897-23.3% |
| Participation rate | 77.8% | 83.0%-5.2pp | 81.5%-3.7pp | 80.3%-2.5pp |
| Annual return | 14.91% | 58.27%-43.4pp | 49.47%-34.6pp | 552.29%-537.4pp |
| Employer contribution / active EE | $3,229 | $4,422-27.0% | $3,943-18.1% | $4,663-30.8% |
| Participant deferral / active EE | $8,342 | $8,461-1.4% | $8,091+3.1% | $6,689+24.7% |
| Admin fee / account holder | $12,401 | $9,702+27.8% | $7,906+56.9% | $13,390-7.4% |