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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 | $115,520 | $81,696+41.4% | $70,494+63.9% | $158,982-27.3% |
| Participation rate | 77.8% | 77.7%0pp | 75.1%+2.7pp | 82.0%-4.2pp |
| Annual return | 13.17% | 208.70%-195.5pp | 109.16%-96.0pp | 302.99%-289.8pp |
| Employer contribution / active EE | $6,209 | $3,220+92.8% | $2,738+126.8% | $4,763+30.4% |
| Participant deferral / active EE | $7,372 | $4,558+61.8% | $3,711+98.7% | $5,983+23.2% |
| Admin fee / account holder | $2,664 | $6,200-57.0% | $3,848-30.8% | $11,252-76.3% |