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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 | $111,785+6.7% | $93,669+27.3% | $145,877-18.2% |
| Participation rate | 70.6% | 74.2%-3.6pp | 68.7%+1.9pp | 80.3%-9.7pp |
| Annual return | 12.79% | 203.79%-191.0pp | 133.59%-120.8pp | 551.28%-538.5pp |
| Employer contribution / active EE | $2,001 | $3,096-35.4% | $2,424-17.4% | $4,663-57.1% |
| Participant deferral / active EE | $3,226 | $4,919-34.4% | $4,416-26.9% | $6,691-51.8% |
| Admin fee / account holder | $14,925 | $10,256+45.5% | $8,291+80.0% | $13,402+11.4% |