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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 | $156,616-29.1% | $133,346-16.7% | $198,609-44.1% |
| Participation rate | 83.3% | 77.7%+5.6pp | 72.8%+10.5pp | 82.4%+1.0pp |
| Annual return | 13.03% | 44.25%-31.2pp | 36.85%-23.8pp | 202.70%-189.7pp |
| Employer contribution / active EE | $6,171 | $3,368+83.2% | $2,853+116.3% | $5,055+22.1% |
| Participant deferral / active EE | $2,184 | $4,920-55.6% | $4,332-49.6% | $6,977-68.7% |
| Admin fee / account holder | $123,902 | $17,468+609.3% | $14,264+768.6% | $19,030+551.1% |