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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 | $119,961 | $118,708+1.1% | $98,920+21.3% | $158,982-24.5% |
| Participation rate | 81.8% | 77.8%+4.0pp | 76.0%+5.8pp | 82.0%-0.1pp |
| Annual return | 25.31% | 372.49%-347.2pp | 196.47%-171.2pp | 302.99%-277.7pp |
| Employer contribution / active EE | $2,642 | $3,334-20.8% | $2,689-1.8% | $4,763-44.5% |
| Participant deferral / active EE | $8,160 | $5,089+60.3% | $4,245+92.2% | $5,983+36.4% |
| Admin fee / account holder | $1,921 | $10,134-81.0% | $6,643-71.1% | $11,252-82.9% |