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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 | $111,090 | $124,980-11.1% | $108,359+2.5% | $154,746-28.2% |
| Participation rate | 83.3% | 75.2%+8.2pp | 70.1%+13.2pp | 80.7%+2.6pp |
| Annual return | 13.03% | 45.00%-32.0pp | 36.89%-23.9pp | 172.34%-159.3pp |
| Employer contribution / active EE | $6,171 | $2,851+116.5% | $2,399+157.2% | $4,379+40.9% |
| Participant deferral / active EE | $2,184 | $4,743-53.9% | $4,137-47.2% | $6,730-67.5% |
| Admin fee / account holder | $123,902 | $11,502+977.2% | $9,741+1172.0% | $14,365+762.5% |