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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 | $108,912-4.5% | $100,383+3.7% | $145,959-28.7% |
| Participation rate | 91.7% | 83.0%+8.7pp | 81.5%+10.2pp | 80.3%+11.4pp |
| Annual return | 12.23% | 57.96%-45.7pp | 49.26%-37.0pp | 561.95%-549.7pp |
| Employer contribution / active EE | $1,148 | $4,423-74.0% | $3,944-70.9% | $4,661-75.4% |
| Participant deferral / active EE | $7,192 | $8,451-14.9% | $8,086-11.1% | $6,689+7.5% |
| Admin fee / account holder | $30,890 | $9,690+218.8% | $7,900+291.0% | $13,398+130.6% |