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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 | $107,925 | $107,363+0.5% | $92,909+16.2% | $152,897-29.4% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.5%-11.0pp |
| Annual return | 20.51% | 145.63%-125.1pp | 109.44%-88.9pp | 345.43%-324.9pp |
| Employer contribution / active EE | $3,063 | $4,222-27.4% | $3,653-16.1% | $4,764-35.7% |
| Participant deferral / active EE | $5,133 | $4,848+5.9% | $4,238+21.1% | $5,851-12.3% |
| Admin fee / account holder | $22,593 | $7,082+219.0% | $5,795+289.9% | $11,599+94.8% |