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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 | $92,616 | $88,672+4.4% | $105,223-12.0% | $82,448+12.3% |
| Participation rate | 72.9% | 67.9%+5.0pp | 75.0%-2.1pp | 68.1%+4.8pp |
| Annual return | 13.04% | 30.86%-17.8pp | 180.65%-167.6pp | 41.64%-28.6pp |
| Employer contribution / active EE | $7,364 | $3,048+141.6% | $3,689+99.7% | $2,551+188.7% |
| Participant deferral / active EE | $6,303 | $4,036+56.2% | $5,072+24.3% | $4,139+52.3% |
| Admin fee / account holder | $32,259 | $7,146+351.4% | $8,859+264.1% | $7,234+345.9% |