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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 | $105,111 | $117,895-10.8% | $102,460+2.6% | $145,897-28.0% |
| Participation rate | 93.8% | 78.6%+15.1pp | 76.5%+17.2pp | 80.3%+13.4pp |
| Annual return | 10.65% | 31.92%-21.3pp | 29.47%-18.8pp | 552.29%-541.6pp |
| Employer contribution / active EE | $3,890 | $3,619+7.5% | $3,025+28.6% | $4,663-16.6% |
| Participant deferral / active EE | $9,642 | $5,736+68.1% | $5,056+90.7% | $6,689+44.1% |
| Admin fee / account holder | $80,025 | $13,353+499.3% | $9,460+745.9% | $13,390+497.6% |