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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 | $85,032 | $81,664+4.1% | $70,476+20.7% | $158,966-46.5% |
| Participation rate | 81.3% | 77.7%+3.5pp | 75.1%+6.2pp | 82.0%-0.7pp |
| Annual return | 7.52% | 208.59%-201.1pp | 109.12%-101.6pp | 302.95%-295.4pp |
| Employer contribution / active EE | $2,199 | $3,219-31.7% | $2,738-19.7% | $4,762-53.8% |
| Participant deferral / active EE | $1,848 | $4,556-59.4% | $3,710-50.2% | $5,983-69.1% |
| Admin fee / account holder | $2,236 | $6,197-63.9% | $3,847-41.9% | $11,250-80.1% |