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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 | $113,958 | $104,937+8.6% | $84,628+34.7% | $152,897-25.5% |
| Participation rate | 78.6% | 74.8%+3.7pp | 68.2%+10.3pp | 82.5%-3.9pp |
| Annual return | 23.94% | 373.88%-349.9pp | 258.80%-234.9pp | 345.43%-321.5pp |
| Employer contribution / active EE | $1,420 | $3,303-57.0% | $2,653-46.5% | $4,764-70.2% |
| Participant deferral / active EE | $4,153 | $4,690-11.5% | $3,900+6.5% | $5,851-29.0% |
| Admin fee / account holder | $1,425 | $6,243-77.2% | $4,914-71.0% | $11,599-87.7% |