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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 | $126,915 | $108,912+16.5% | $100,383+26.4% | $145,959-13.0% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 13.61% | 57.96%-44.4pp | 49.26%-35.7pp | 561.95%-548.3pp |
| Employer contribution / active EE | $2,335 | $4,423-47.2% | $3,944-40.8% | $4,661-49.9% |
| Participant deferral / active EE | $6,205 | $8,451-26.6% | $8,086-23.3% | $6,689-7.2% |
| Admin fee / account holder | $1,849 | $9,690-80.9% | $7,900-76.6% | $13,398-86.2% |