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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 | $105,462 | $124,336-15.2% | $111,303-5.2% | $167,518-37.0% |
| Participation rate | 88.9% | 79.6%+9.3pp | 77.3%+11.6pp | 82.1%+6.8pp |
| Annual return | 12.99% | 37.45%-24.5pp | 54.66%-41.7pp | 478.71%-465.7pp |
| Employer contribution / active EE | $3,912 | $3,436+13.8% | $2,731+43.2% | $4,838-19.1% |
| Participant deferral / active EE | $8,669 | $5,181+67.3% | $4,487+93.2% | $6,342+36.7% |
| Admin fee / account holder | $5,906 | $10,623-44.4% | $7,966-25.9% | $12,312-52.0% |