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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 | $131,615 | $118,708+10.9% | $98,920+33.1% | $158,982-17.2% |
| Participation rate | 72.2% | 77.8%-5.6pp | 76.0%-3.8pp | 82.0%-9.7pp |
| Annual return | 16.26% | 372.49%-356.2pp | 196.47%-180.2pp | 302.99%-286.7pp |
| Employer contribution / active EE | $1,876 | $3,334-43.7% | $2,689-30.3% | $4,763-60.6% |
| Participant deferral / active EE | $3,631 | $5,089-28.6% | $4,245-14.5% | $5,983-39.3% |
| Admin fee / account holder | $2,019 | $10,134-80.1% | $6,643-69.6% | $11,252-82.1% |