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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 | $102,340 | $125,190-18.3% | $105,624-3.1% | $145,897-29.9% |
| Participation rate | 82.6% | 77.6%+5.0pp | 75.3%+7.3pp | 80.3%+2.3pp |
| Annual return | 14.27% | 225.22%-211.0pp | 116.20%-101.9pp | 552.29%-538.0pp |
| Employer contribution / active EE | $3,531 | $3,720-5.1% | $3,168+11.5% | $4,663-24.3% |
| Participant deferral / active EE | $7,523 | $5,716+31.6% | $5,013+50.1% | $6,689+12.5% |
| Admin fee / account holder | $33,209 | $17,138+93.8% | $10,961+203.0% | $13,390+148.0% |