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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 | $200,579 | $289,211-30.6% | $260,467-23.0% | $198,609+1.0% |
| Participation rate | 94.7% | 83.1%+11.6pp | 80.5%+14.3pp | 82.4%+12.4pp |
| Annual return | 10.34% | 112.90%-102.6pp | 100.60%-90.3pp | 202.70%-192.4pp |
| Employer contribution / active EE | $6,073 | $4,663+30.2% | $4,239+43.3% | $5,055+20.1% |
| Participant deferral / active EE | $11,887 | $6,812+74.5% | $6,319+88.1% | $6,977+70.4% |
| Admin fee / account holder | $71,731 | $16,236+341.8% | $15,461+363.9% | $19,030+276.9% |