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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 | $111,115 | $103,000+7.9% | $90,300+23.1% | $152,885-27.3% |
| Participation rate | 88.2% | 75.9%+12.4pp | 73.3%+15.0pp | 82.5%+5.8pp |
| Annual return | 20.91% | 95.19%-74.3pp | 78.11%-57.2pp | 345.39%-324.5pp |
| Employer contribution / active EE | $2,407 | $3,138-23.3% | $2,854-15.7% | $4,763-49.5% |
| Participant deferral / active EE | $5,104 | $4,281+19.2% | $3,884+31.4% | $5,851-12.8% |
| Admin fee / account holder | $2,540 | $6,173-58.9% | $5,353-52.6% | $11,598-78.1% |