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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 | $106,499 | $103,008+3.4% | $90,304+17.9% | $152,897-30.3% |
| Participation rate | 85.7% | 75.9%+9.8pp | 73.3%+12.4pp | 82.5%+3.3pp |
| Annual return | 21.86% | 95.22%-73.4pp | 78.13%-56.3pp | 345.43%-323.6pp |
| Employer contribution / active EE | $2,345 | $3,139-25.3% | $2,855-17.8% | $4,764-50.8% |
| Participant deferral / active EE | $6,133 | $4,281+43.3% | $3,885+57.9% | $5,851+4.8% |
| Admin fee / account holder | $994 | $6,175-83.9% | $5,354-81.4% | $11,599-91.4% |