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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 | $117,109 | $91,537+27.9% | $130,045-9.9% | $75,173+55.8% |
| Participation rate | 92.7% | 71.5%+21.2pp | 78.5%+14.2pp | 67.2%+25.5pp |
| Annual return | 14.31% | -631.55%+645.9pp | -137.30%+151.6pp | 160.72%-146.4pp |
| Employer contribution / active EE | $2,779 | $2,845-2.3% | $4,321-35.7% | $2,671+4.0% |
| Participant deferral / active EE | $6,648 | $4,343+53.1% | $5,820+14.2% | $4,126+61.1% |
| Admin fee / account holder | $6,034 | $6,780-11.0% | $10,600-43.1% | $5,651+6.8% |