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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 | $128,067 | $114,119+12.2% | $107,187+19.5% | $138,895-7.8% |
| Participation rate | 95.8% | 78.1%+17.8pp | 75.0%+20.8pp | 79.9%+15.9pp |
| Annual return | 17.86% | 273.21%-255.3pp | 204.55%-186.7pp | 145.39%-127.5pp |
| Employer contribution / active EE | $2,917 | $4,059-28.1% | $3,782-22.9% | $4,194-30.5% |
| Participant deferral / active EE | $3,485 | $5,538-37.1% | $5,096-31.6% | $6,396-45.5% |
| Admin fee / account holder | $10,131 | $10,024+1.1% | $9,162+10.6% | $12,562-19.4% |