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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 | $119,237 | $115,814+3.0% | $101,275+17.7% | $158,982-25.0% |
| Participation rate | 88.2% | 79.4%+8.9pp | 75.8%+12.4pp | 82.0%+6.3pp |
| Annual return | 16.84% | 56.16%-39.3pp | 46.48%-29.6pp | 302.99%-286.1pp |
| Employer contribution / active EE | $2,929 | $4,176-29.9% | $3,660-20.0% | $4,763-38.5% |
| Participant deferral / active EE | $7,332 | $4,958+47.9% | $4,371+67.8% | $5,983+22.5% |
| Admin fee / account holder | $1,865 | $7,249-74.3% | $5,948-68.6% | $11,252-83.4% |