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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 | $107,835 | $162,812-33.8% | $133,971-19.5% | $158,966-32.2% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 14.10% | 41.94%-27.8pp | 45.09%-31.0pp | 302.95%-288.8pp |
| Employer contribution / active EE | $13,218 | $4,976+165.6% | $3,919+237.3% | $4,762+177.5% |
| Participant deferral / active EE | $10,795 | $5,910+82.7% | $5,047+113.9% | $5,983+80.4% |
| Admin fee / account holder | $16,427 | $11,741+39.9% | $8,929+84.0% | $11,250+46.0% |