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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 | $120,560 | $111,830+7.8% | $93,696+28.7% | $145,884-17.4% |
| Participation rate | 81.8% | 74.2%+7.6pp | 68.7%+13.1pp | 80.3%+1.5pp |
| Annual return | 8.48% | 204.08%-195.6pp | 133.74%-125.3pp | 551.85%-543.4pp |
| Employer contribution / active EE | $2,323 | $3,093-24.9% | $2,422-4.1% | $4,662-50.2% |
| Participant deferral / active EE | $2,009 | $4,920-59.2% | $4,417-54.5% | $6,690-70.0% |
| Admin fee / account holder | $3,185 | $10,249-68.9% | $8,287-61.6% | $13,392-76.2% |