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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 | $117,197 | $103,008+13.8% | $90,304+29.8% | $152,897-23.3% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.5%+0.9pp |
| Annual return | 14.58% | 95.22%-80.6pp | 78.13%-63.6pp | 345.43%-330.8pp |
| Employer contribution / active EE | $2,802 | $3,139-10.7% | $2,855-1.9% | $4,764-41.2% |
| Participant deferral / active EE | $2,802 | $4,281-34.6% | $3,885-27.9% | $5,851-52.1% |
| Admin fee / account holder | $515 | $6,175-91.7% | $5,354-90.4% | $11,599-95.6% |