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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 | $114,067 | $111,535+2.3% | $105,223+8.4% | $137,256-16.9% |
| Participation rate | 90.5% | 78.1%+12.4pp | 75.0%+15.4pp | 80.0%+10.5pp |
| Annual return | 19.47% | 237.85%-218.4pp | 180.65%-161.2pp | 220.34%-200.9pp |
| Employer contribution / active EE | $4,475 | $3,939+13.6% | $3,689+21.3% | $4,156+7.7% |
| Participant deferral / active EE | $6,124 | $5,500+11.4% | $5,072+20.8% | $6,407-4.4% |
| Admin fee / account holder | $5,701 | $9,721-41.4% | $8,859-35.7% | $12,270-53.5% |