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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 | $119,888 | $103,393+16.0% | $87,103+37.6% | $152,909-21.6% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.9%+3.1pp | 82.5%-2.5pp |
| Annual return | 22.07% | 28.10%-6.0pp | 28.19%-6.1pp | 345.46%-323.4pp |
| Employer contribution / active EE | $2,002 | $3,221-37.9% | $2,521-20.6% | $4,764-58.0% |
| Participant deferral / active EE | $11,096 | $4,778+132.2% | $4,049+174.1% | $5,851+89.6% |
| Admin fee / account holder | $5,451 | $12,195-55.3% | $7,491-27.2% | $11,601-53.0% |