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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 | $112,177 | $115,814-3.1% | $101,275+10.8% | $158,982-29.4% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 24.67% | 56.16%-31.5pp | 46.48%-21.8pp | 302.99%-278.3pp |
| Employer contribution / active EE | $1,369 | $4,176-67.2% | $3,660-62.6% | $4,763-71.3% |
| Participant deferral / active EE | $3,272 | $4,958-34.0% | $4,371-25.1% | $5,983-45.3% |
| Admin fee / account holder | $4,732 | $7,249-34.7% | $5,948-20.4% | $11,252-57.9% |