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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 | $117,421 | $102,595+14.5% | $94,057+24.8% | $154,746-24.1% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 80.7%-5.7pp |
| Annual return | 16.95% | 583.42%-566.5pp | 480.62%-463.7pp | 172.34%-155.4pp |
| Employer contribution / active EE | $2,464 | $3,147-21.7% | $2,933-16.0% | $4,379-43.7% |
| Participant deferral / active EE | $6,465 | $5,118+26.3% | $4,709+37.3% | $6,730-3.9% |
| Admin fee / account holder | $3,820 | $7,736-50.6% | $7,244-47.3% | $14,365-73.4% |