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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 | $120,663 | $109,967+9.7% | $97,197+24.1% | $145,877-17.3% |
| Participation rate | 71.4% | 76.0%-4.5pp | 72.7%-1.3pp | 80.3%-8.9pp |
| Annual return | 8.83% | 244.27%-235.4pp | 75.47%-66.6pp | 551.28%-542.4pp |
| Employer contribution / active EE | $6,078 | $3,077+97.5% | $2,723+123.2% | $4,663+30.3% |
| Participant deferral / active EE | $7,376 | $4,676+57.7% | $4,263+73.0% | $6,691+10.2% |
| Admin fee / account holder | $404 | $6,199-93.5% | $5,637-92.8% | $13,402-97.0% |