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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 | $100,977 | $101,618-0.6% | $93,063+8.5% | $137,256-26.4% |
| Participation rate | 83.3% | 74.9%+8.4pp | 72.1%+11.2pp | 80.0%+3.4pp |
| Annual return | 16.52% | 223.95%-207.4pp | 34.15%-17.6pp | 220.34%-203.8pp |
| Employer contribution / active EE | $10,156 | $2,707+275.1% | $2,476+310.1% | $4,156+144.4% |
| Participant deferral / active EE | $8,366 | $4,279+95.5% | $3,958+111.4% | $6,407+30.6% |
| Admin fee / account holder | $1,412 | $6,198-77.2% | $6,033-76.6% | $12,270-88.5% |