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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 | $108,693 | $111,535-2.5% | $105,223+3.3% | $137,256-20.8% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 13.28% | 237.85%-224.6pp | 180.65%-167.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,869 | $3,939-52.6% | $3,689-49.3% | $4,156-55.0% |
| Participant deferral / active EE | $5,014 | $5,500-8.8% | $5,072-1.1% | $6,407-21.7% |
| Admin fee / account holder | $609 | $9,721-93.7% | $8,859-93.1% | $12,270-95.0% |