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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 | $121,757 | $115,810+5.1% | $101,271+20.2% | $158,966-23.4% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 13.01% | 56.15%-43.1pp | 46.48%-33.5pp | 302.95%-289.9pp |
| Employer contribution / active EE | $2,902 | $4,175-30.5% | $3,660-20.7% | $4,762-39.1% |
| Participant deferral / active EE | $6,722 | $4,958+35.6% | $4,371+53.8% | $5,983+12.4% |
| Admin fee / account holder | $32,573 | $7,248+349.4% | $5,948+447.7% | $11,250+189.5% |