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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 | $86,669 | $81,208+6.7% | $98,920-12.4% | $79,856+8.5% |
| Participation rate | 87.5% | 72.5%+15.0pp | 76.0%+11.5pp | 69.6%+17.9pp |
| Annual return | 10.47% | 60.99%-50.5pp | 196.47%-186.0pp | 31.71%-21.2pp |
| Employer contribution / active EE | $6,271 | $1,960+220.0% | $2,689+133.2% | $2,471+153.8% |
| Participant deferral / active EE | $5,146 | $3,265+57.6% | $4,245+21.2% | $3,741+37.6% |
| Admin fee / account holder | $3,005 | $6,013-50.0% | $6,643-54.8% | $5,306-43.4% |