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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 | $113,979 | $107,368+6.2% | $92,915+22.7% | $152,909-25.5% |
| Participation rate | 78.3% | 79.8%-1.5pp | 76.0%+2.3pp | 82.5%-4.2pp |
| Annual return | 18.22% | 145.64%-127.4pp | 109.45%-91.2pp | 345.46%-327.2pp |
| Employer contribution / active EE | $2,109 | $4,222-50.1% | $3,653-42.3% | $4,764-55.7% |
| Participant deferral / active EE | $6,011 | $4,848+24.0% | $4,238+41.8% | $5,851+2.7% |
| Admin fee / account holder | $12,727 | $7,082+79.7% | $5,796+119.6% | $11,601+9.7% |