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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 | $117,342 | $112,935+3.9% | $90,970+29.0% | $158,966-26.2% |
| Participation rate | 76.5% | 74.7%+1.7pp | 69.0%+7.5pp | 82.0%-5.5pp |
| Annual return | 11.31% | 215.79%-204.5pp | 134.58%-123.3pp | 302.95%-291.6pp |
| Employer contribution / active EE | $994 | $2,895-65.7% | $2,122-53.2% | $4,762-79.1% |
| Participant deferral / active EE | $2,692 | $4,129-34.8% | $3,373-20.2% | $5,983-55.0% |
| Admin fee / account holder | $1,001 | $8,045-87.6% | $5,960-83.2% | $11,250-91.1% |