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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 | $104,907 | $114,013-8.0% | $103,693+1.2% | $155,188-32.4% |
| Participation rate | 90.5% | 75.2%+15.3pp | 72.6%+17.8pp | 80.8%+9.7pp |
| Annual return | 23.60% | 49.31%-25.7pp | 47.61%-24.0pp | 148.84%-125.2pp |
| Employer contribution / active EE | $8,294 | $3,131+164.9% | $2,920+184.0% | $4,248+95.3% |
| Participant deferral / active EE | $5,234 | $4,970+5.3% | $4,579+14.3% | $6,531-19.9% |
| Admin fee / account holder | $22,630 | $8,407+169.2% | $7,858+188.0% | $14,480+56.3% |