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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 | $118,350 | $755,339-84.3% | $379,746-68.8% | $158,982-25.6% |
| Participation rate | 87.5% | 81.8%+5.7pp | 78.4%+9.1pp | 82.0%+5.5pp |
| Annual return | 7.81% | 53.41%-45.6pp | 34.90%-27.1pp | 302.99%-295.2pp |
| Employer contribution / active EE | $10,212 | $4,685+118.0% | $3,540+188.5% | $4,763+114.4% |
| Participant deferral / active EE | $6,167 | $7,938-22.3% | $6,024+2.4% | $5,983+3.1% |
| Admin fee / account holder | $671 | $14,482-95.4% | $7,927-91.5% | $11,252-94.0% |