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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 | $120,491 | $115,814+4.0% | $101,275+19.0% | $158,982-24.2% |
| Participation rate | 76.9% | 79.4%-2.4pp | 75.8%+1.1pp | 82.0%-5.0pp |
| Annual return | 12.21% | 56.16%-43.9pp | 46.48%-34.3pp | 302.99%-290.8pp |
| Employer contribution / active EE | $2,619 | $4,176-37.3% | $3,660-28.4% | $4,763-45.0% |
| Participant deferral / active EE | $6,211 | $4,958+25.3% | $4,371+42.1% | $5,983+3.8% |
| Admin fee / account holder | $12,240 | $7,249+68.9% | $5,948+105.8% | $11,252+8.8% |