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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 | $116,123 | $86,298+34.6% | $111,308+4.3% | $85,847+35.3% |
| Participation rate | 74.5% | 73.3%+1.2pp | 77.3%-2.8pp | 69.3%+5.2pp |
| Annual return | 15.08% | 19.99%-4.9pp | 54.67%-39.6pp | 318.61%-303.5pp |
| Employer contribution / active EE | $980 | $2,044-52.0% | $2,732-64.1% | $2,565-61.8% |
| Participant deferral / active EE | $5,095 | $3,641+39.9% | $4,487+13.5% | $3,952+28.9% |
| Admin fee / account holder | $10,343 | $8,189+26.3% | $7,965+29.9% | $6,261+65.2% |