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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 | $111,785+5.8% | $93,669+26.3% | $145,877-18.9% |
| Participation rate | 81.0% | 74.2%+6.7pp | 68.7%+12.2pp | 80.3%+0.7pp |
| Annual return | 11.70% | 203.79%-192.1pp | 133.59%-121.9pp | 551.28%-539.6pp |
| Employer contribution / active EE | $2,109 | $3,096-31.9% | $2,424-13.0% | $4,663-54.8% |
| Participant deferral / active EE | $5,322 | $4,919+8.2% | $4,416+20.5% | $6,691-20.5% |
| Admin fee / account holder | $2,347 | $10,256-77.1% | $8,291-71.7% | $13,402-82.5% |