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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 | $117,829-10.8% | $102,423+2.6% | $145,877-27.9% |
| Participation rate | 93.8% | 78.6%+15.1pp | 76.5%+17.2pp | 80.3%+13.4pp |
| Annual return | 10.65% | 31.83%-21.2pp | 29.42%-18.8pp | 551.28%-540.6pp |
| Employer contribution / active EE | $3,890 | $3,615+7.6% | $3,023+28.7% | $4,663-16.6% |
| Participant deferral / active EE | $9,642 | $5,732+68.2% | $5,054+90.8% | $6,691+44.1% |
| Admin fee / account holder | $80,025 | $13,335+500.1% | $9,455+746.4% | $13,402+497.1% |