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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 | $92,793 | $99,053-6.3% | $88,179+5.2% | $138,895-33.2% |
| Participation rate | 73.3% | 74.2%-0.9pp | 69.1%+4.2pp | 79.9%-6.6pp |
| Annual return | 13.60% | 78.17%-64.6pp | 64.97%-51.4pp | 145.39%-131.8pp |
| Employer contribution / active EE | $3,602 | $2,882+25.0% | $2,549+41.3% | $4,194-14.1% |
| Participant deferral / active EE | $8,565 | $5,225+63.9% | $4,614+85.6% | $6,396+33.9% |
| Admin fee / account holder | $22,108 | $8,748+152.7% | $7,673+188.1% | $12,562+76.0% |