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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 | $96,103 | $118,708-19.0% | $98,920-2.8% | $158,966-39.5% |
| Participation rate | 79.2% | 77.8%+1.3pp | 76.0%+3.1pp | 82.0%-2.8pp |
| Annual return | 18.86% | 372.49%-353.6pp | 196.47%-177.6pp | 302.95%-284.1pp |
| Employer contribution / active EE | $2,320 | $3,334-30.4% | $2,689-13.7% | $4,762-51.3% |
| Participant deferral / active EE | $5,102 | $5,089+0.2% | $4,245+20.2% | $5,983-14.7% |
| Admin fee / account holder | $11,120 | $10,134+9.7% | $6,643+67.4% | $11,250-1.2% |