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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 | $115,841 | $112,131+3.3% | $95,964+20.7% | $158,982-27.1% |
| Participation rate | 93.3% | 79.0%+14.3pp | 77.1%+16.2pp | 82.0%+11.4pp |
| Annual return | 12.33% | 171.19%-158.9pp | 91.64%-79.3pp | 302.99%-290.7pp |
| Employer contribution / active EE | $2,236 | $3,199-30.1% | $2,541-12.0% | $4,763-53.1% |
| Participant deferral / active EE | $5,837 | $4,784+22.0% | $4,167+40.1% | $5,983-2.5% |
| Admin fee / account holder | $466 | $10,136-95.4% | $6,797-93.1% | $11,252-95.9% |