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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 | $116,396 | $111,535+4.4% | $105,223+10.6% | $137,256-15.2% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 16.23% | 237.85%-221.6pp | 180.65%-164.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $3,410 | $3,939-13.4% | $3,689-7.6% | $4,156-18.0% |
| Participant deferral / active EE | $3,413 | $5,500-37.9% | $5,072-32.7% | $6,407-46.7% |
| Admin fee / account holder | $8,618 | $9,721-11.4% | $8,859-2.7% | $12,270-29.8% |