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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 | $102,939 | $114,013-9.7% | $103,693-0.7% | $155,188-33.7% |
| Participation rate | 84.6% | 75.2%+9.4pp | 72.6%+12.0pp | 80.8%+3.8pp |
| Annual return | 12.58% | 49.31%-36.7pp | 47.61%-35.0pp | 148.84%-136.3pp |
| Employer contribution / active EE | $7,959 | $3,131+154.2% | $2,920+172.5% | $4,248+87.4% |
| Participant deferral / active EE | $8,555 | $4,970+72.2% | $4,579+86.8% | $6,531+31.0% |
| Admin fee / account holder | $5,725 | $8,407-31.9% | $7,858-27.1% | $14,480-60.5% |