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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 | $119,265 | $111,814+6.7% | $93,654+27.3% | $145,959-18.3% |
| Participation rate | 70.6% | 74.2%-3.6pp | 68.7%+1.9pp | 80.3%-9.7pp |
| Annual return | 12.79% | 203.30%-190.5pp | 133.34%-120.6pp | 561.95%-549.2pp |
| Employer contribution / active EE | $2,001 | $3,092-35.3% | $2,421-17.4% | $4,661-57.1% |
| Participant deferral / active EE | $3,226 | $4,914-34.3% | $4,413-26.9% | $6,689-51.8% |
| Admin fee / account holder | $14,925 | $10,246+45.7% | $8,282+80.2% | $13,398+11.4% |