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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 | $116,460 | $115,814+0.6% | $101,275+15.0% | $158,982-26.7% |
| Participation rate | 82.6% | 79.4%+3.2pp | 75.8%+6.8pp | 82.0%+0.6pp |
| Annual return | 15.03% | 56.16%-41.1pp | 46.48%-31.5pp | 302.99%-288.0pp |
| Employer contribution / active EE | $2,512 | $4,176-39.8% | $3,660-31.4% | $4,763-47.3% |
| Participant deferral / active EE | $2,825 | $4,958-43.0% | $4,371-35.4% | $5,983-52.8% |
| Admin fee / account holder | $1,727 | $7,249-76.2% | $5,948-71.0% | $11,252-84.6% |