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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 | $117,358 | $107,368+9.3% | $92,915+26.3% | $152,909-23.3% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.5%-4.7pp |
| Annual return | 16.40% | 145.64%-129.2pp | 109.45%-93.1pp | 345.46%-329.1pp |
| Employer contribution / active EE | $3,539 | $4,222-16.2% | $3,653-3.1% | $4,764-25.7% |
| Participant deferral / active EE | $6,461 | $4,848+33.3% | $4,238+52.5% | $5,851+10.4% |
| Admin fee / account holder | $3,134 | $7,082-55.7% | $5,796-45.9% | $11,601-73.0% |