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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 | $114,910 | $107,944+6.5% | $91,994+24.9% | $152,885-24.8% |
| Participation rate | 88.9% | 81.2%+7.7pp | 78.6%+10.3pp | 82.5%+6.4pp |
| Annual return | 19.84% | 89.26%-69.4pp | 69.03%-49.2pp | 345.39%-325.5pp |
| Employer contribution / active EE | $697 | $4,210-83.4% | $3,452-79.8% | $4,763-85.4% |
| Participant deferral / active EE | $5,277 | $6,365-17.1% | $5,923-10.9% | $5,851-9.8% |
| Admin fee / account holder | $14,323 | $10,521+36.1% | $7,743+85.0% | $11,598+23.5% |