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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 | $113,289 | $106,905+6.0% | $84,020+34.8% | $152,885-25.9% |
| Participation rate | 81.3% | 75.2%+6.0pp | 69.0%+12.2pp | 82.5%-1.2pp |
| Annual return | 20.03% | 105.00%-85.0pp | 71.31%-51.3pp | 345.39%-325.4pp |
| Employer contribution / active EE | $2,592 | $2,735-5.2% | $1,984+30.7% | $4,763-45.6% |
| Participant deferral / active EE | $5,015 | $4,012+25.0% | $3,239+54.8% | $5,851-14.3% |
| Admin fee / account holder | $5,176 | $8,287-37.5% | $6,101-15.2% | $11,598-55.4% |