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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 | $103,802 | $117,433-11.6% | $99,475+4.3% | $152,897-32.1% |
| Participation rate | 88.2% | 77.5%+10.7pp | 73.8%+14.4pp | 82.5%+5.8pp |
| Annual return | 23.27% | 31.87%-8.6pp | 30.72%-7.4pp | 345.43%-322.2pp |
| Employer contribution / active EE | $3,561 | $3,013+18.2% | $2,540+40.2% | $4,764-25.2% |
| Participant deferral / active EE | $7,693 | $4,086+88.3% | $3,619+112.6% | $5,851+31.5% |
| Admin fee / account holder | $34,589 | $7,634+353.1% | $6,252+453.2% | $11,599+198.2% |