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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 | $118,323 | $111,878+5.8% | $93,727+26.2% | $145,897-18.9% |
| Participation rate | 81.0% | 74.2%+6.7pp | 68.7%+12.2pp | 80.3%+0.6pp |
| Annual return | 11.70% | 204.28%-192.6pp | 133.83%-122.1pp | 552.29%-540.6pp |
| Employer contribution / active EE | $2,109 | $3,092-31.8% | $2,421-12.9% | $4,663-54.8% |
| Participant deferral / active EE | $5,322 | $4,920+8.2% | $4,417+20.5% | $6,689-20.4% |
| Admin fee / account holder | $2,347 | $10,256-77.1% | $8,292-71.7% | $13,390-82.5% |