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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 | $101,551 | $117,846-13.8% | $102,434-0.9% | $145,884-30.4% |
| Participation rate | 85.0% | 78.6%+6.4pp | 76.5%+8.5pp | 80.3%+4.7pp |
| Annual return | 16.68% | 31.90%-15.2pp | 29.46%-12.8pp | 551.85%-535.2pp |
| Employer contribution / active EE | $2,820 | $3,615-22.0% | $3,023-6.7% | $4,662-39.5% |
| Participant deferral / active EE | $11,197 | $5,733+95.3% | $5,055+121.5% | $6,690+67.4% |
| Admin fee / account holder | $19,825 | $13,356+48.4% | $9,462+109.5% | $13,392+48.0% |