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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 | $118,199 | $106,918+10.6% | $84,021+40.7% | $152,897-22.7% |
| Participation rate | 87.5% | 75.2%+12.3pp | 69.0%+18.5pp | 82.5%+5.0pp |
| Annual return | 19.33% | 105.01%-85.7pp | 71.32%-52.0pp | 345.43%-326.1pp |
| Employer contribution / active EE | $1,618 | $2,735-40.8% | $1,984-18.4% | $4,764-66.0% |
| Participant deferral / active EE | $5,428 | $4,012+35.3% | $3,239+67.6% | $5,851-7.2% |
| Admin fee / account holder | $6,325 | $8,288-23.7% | $6,102+3.7% | $11,599-45.5% |