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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 | $106,056 | $105,210+0.8% | $159,487-33.5% | $85,851+23.5% |
| Participation rate | 90.8% | 75.8%+15.0pp | 82.8%+7.9pp | 69.3%+21.4pp |
| Annual return | 20.18% | 45.08%-24.9pp | 263.71%-243.5pp | 318.63%-298.5pp |
| Employer contribution / active EE | $1,482 | $3,319-55.3% | $4,831-69.3% | $2,565-42.2% |
| Participant deferral / active EE | $6,600 | $5,946+11.0% | $7,354-10.3% | $3,952+67.0% |
| Admin fee / account holder | $683 | $6,934-90.2% | $10,804-93.7% | $6,261-89.1% |