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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 | $121,074 | $114,013+6.2% | $103,693+16.8% | $155,188-22.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 14.09% | 49.31%-35.2pp | 47.61%-33.5pp | 148.84%-134.7pp |
| Employer contribution / active EE | $1,837 | $3,131-41.3% | $2,920-37.1% | $4,248-56.8% |
| Participant deferral / active EE | $7,490 | $4,970+50.7% | $4,579+63.6% | $6,531+14.7% |
| Admin fee / account holder | $6,861 | $8,407-18.4% | $7,858-12.7% | $14,480-52.6% |