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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 | $92,748 | $197,637-53.1% | $177,848-47.8% | $158,982-41.7% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 13.03% | 58.77%-45.7pp | 48.33%-35.3pp | 302.99%-290.0pp |
| Employer contribution / active EE | $2,661 | $6,698-60.3% | $5,919-55.0% | $4,763-44.1% |
| Participant deferral / active EE | $7,766 | $8,405-7.6% | $7,714+0.7% | $5,983+29.8% |
| Admin fee / account holder | $53,433 | $15,406+246.8% | $12,431+329.8% | $11,252+374.9% |