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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 | $104,050 | $108,922-4.5% | $100,398+3.6% | $145,978-28.7% |
| Participation rate | 91.7% | 83.0%+8.7pp | 81.5%+10.2pp | 80.3%+11.4pp |
| Annual return | 12.23% | 58.04%-45.8pp | 49.32%-37.1pp | 550.52%-538.3pp |
| Employer contribution / active EE | $1,148 | $4,426-74.1% | $3,946-70.9% | $4,662-75.4% |
| Participant deferral / active EE | $7,192 | $8,450-14.9% | $8,084-11.0% | $6,690+7.5% |
| Admin fee / account holder | $30,890 | $9,680+219.1% | $7,893+291.4% | $13,400+130.5% |