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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 | $122,434 | $111,535+9.8% | $105,223+16.4% | $137,256-10.8% |
| Participation rate | 92.9% | 78.1%+14.8pp | 75.0%+17.8pp | 80.0%+12.9pp |
| Annual return | 19.26% | 237.85%-218.6pp | 180.65%-161.4pp | 220.34%-201.1pp |
| Employer contribution / active EE | $4,035 | $3,939+2.4% | $3,689+9.4% | $4,156-2.9% |
| Participant deferral / active EE | $9,255 | $5,500+68.3% | $5,072+82.5% | $6,407+44.5% |
| Admin fee / account holder | $4,161 | $9,721-57.2% | $8,859-53.0% | $12,270-66.1% |