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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 | $109,850 | $108,882+0.9% | $96,754+13.5% | $154,746-29.0% |
| Participation rate | 77.8% | 75.1%+2.7pp | 70.3%+7.5pp | 80.7%-2.9pp |
| Annual return | 12.94% | 98.39%-85.4pp | 82.04%-69.1pp | 172.34%-159.4pp |
| Employer contribution / active EE | $1,329 | $3,018-56.0% | $2,679-50.4% | $4,379-69.7% |
| Participant deferral / active EE | $2,996 | $5,323-43.7% | $4,758-37.0% | $6,730-55.5% |
| Admin fee / account holder | $3,297 | $10,200-67.7% | $8,905-63.0% | $14,365-77.1% |