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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 | $174,880 | $183,627-4.8% | $155,602+12.4% | $145,978+19.8% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 11.91% | 61.32%-49.4pp | 64.81%-52.9pp | 550.52%-538.6pp |
| Employer contribution / active EE | $1,394 | $5,316-73.8% | $4,675-70.2% | $4,662-70.1% |
| Participant deferral / active EE | $2,883 | $6,466-55.4% | $5,629-48.8% | $6,690-56.9% |
| Admin fee / account holder | $8,061 | $19,327-58.3% | $15,923-49.4% | $13,400-39.8% |