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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 | $128,577 | $121,677+5.7% | $104,625+22.9% | $158,966-19.1% |
| Participation rate | 84.6% | 77.5%+7.1pp | 74.1%+10.5pp | 82.0%+2.7pp |
| Annual return | 11.91% | 465.58%-453.7pp | 340.60%-328.7pp | 302.95%-291.0pp |
| Employer contribution / active EE | $2,393 | $3,165-24.4% | $2,681-10.8% | $4,762-49.8% |
| Participant deferral / active EE | $4,730 | $4,175+13.3% | $3,738+26.6% | $5,983-20.9% |
| Admin fee / account holder | $1,867 | $7,777-76.0% | $6,465-71.1% | $11,250-83.4% |