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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 | $120,636 | $107,941+11.8% | $91,994+31.1% | $152,909-21.1% |
| Participation rate | 76.9% | 81.2%-4.3pp | 78.6%-1.7pp | 82.5%-5.5pp |
| Annual return | 21.30% | 89.28%-68.0pp | 69.04%-47.7pp | 345.46%-324.2pp |
| Employer contribution / active EE | $1,173 | $4,212-72.2% | $3,453-66.0% | $4,764-75.4% |
| Participant deferral / active EE | $6,950 | $6,366+9.2% | $5,924+17.3% | $5,851+18.8% |
| Admin fee / account holder | $2,632 | $10,521-75.0% | $7,744-66.0% | $11,601-77.3% |