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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 | $109,858 | $114,013-3.6% | $103,693+5.9% | $155,188-29.2% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.6%+19.0pp | 80.8%+10.9pp |
| Annual return | 8.29% | 49.31%-41.0pp | 47.61%-39.3pp | 148.84%-140.5pp |
| Employer contribution / active EE | $7,056 | $3,131+125.3% | $2,920+141.6% | $4,248+66.1% |
| Participant deferral / active EE | $3,041 | $4,970-38.8% | $4,579-33.6% | $6,531-53.4% |
| Admin fee / account holder | $27,062 | $8,407+221.9% | $7,858+244.4% | $14,480+86.9% |