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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 | $108,224 | $105,200+2.9% | $159,474-32.1% | $85,847+26.1% |
| Participation rate | 98.7% | 75.8%+23.0pp | 82.8%+15.9pp | 69.3%+29.4pp |
| Annual return | 13.10% | 45.08%-32.0pp | 263.68%-250.6pp | 318.61%-305.5pp |
| Employer contribution / active EE | $3,206 | $3,319-3.4% | $4,831-33.6% | $2,565+25.0% |
| Participant deferral / active EE | $8,534 | $5,946+43.5% | $7,353+16.1% | $3,952+115.9% |
| Admin fee / account holder | $6,762 | $6,934-2.5% | $10,802-37.4% | $6,261+8.0% |