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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 | $111,062 | $134,817-17.6% | $123,973-10.4% | $155,188-28.4% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.7%+3.3pp | 80.8%-0.8pp |
| Annual return | 8.78% | 515.49%-506.7pp | 388.13%-379.3pp | 148.84%-140.1pp |
| Employer contribution / active EE | $9,751 | $4,425+120.4% | $4,126+136.3% | $4,248+129.6% |
| Participant deferral / active EE | $3,230 | $5,706-43.4% | $5,247-38.4% | $6,531-50.5% |
| Admin fee / account holder | $30,167 | $13,245+127.8% | $11,799+155.7% | $14,480+108.3% |