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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 | $125,818 | $111,535+12.8% | $105,223+19.6% | $137,256-8.3% |
| Participation rate | 73.9% | 78.1%-4.2pp | 75.0%-1.1pp | 80.0%-6.0pp |
| Annual return | 15.93% | 237.85%-221.9pp | 180.65%-164.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,087 | $3,939-72.4% | $3,689-70.5% | $4,156-73.9% |
| Participant deferral / active EE | $2,865 | $5,500-47.9% | $5,072-43.5% | $6,407-55.3% |
| Admin fee / account holder | $1,342 | $9,721-86.2% | $8,859-84.8% | $12,270-89.1% |