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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 | $108,722 | $117,846-7.7% | $102,434+6.1% | $145,884-25.5% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.0pp |
| Annual return | 56.57% | 31.90%+24.7pp | 29.46%+27.1pp | 551.85%-495.3pp |
| Employer contribution / active EE | $3,409 | $3,615-5.7% | $3,023+12.8% | $4,662-26.9% |
| Participant deferral / active EE | $5,559 | $5,733-3.0% | $5,055+10.0% | $6,690-16.9% |
| Admin fee / account holder | $459 | $13,356-96.6% | $9,462-95.1% | $13,392-96.6% |