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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 | $120,269 | $112,131+7.3% | $95,964+25.3% | $158,982-24.4% |
| Participation rate | 84.2% | 79.0%+5.2pp | 77.1%+7.1pp | 82.0%+2.2pp |
| Annual return | 15.52% | 171.19%-155.7pp | 91.64%-76.1pp | 302.99%-287.5pp |
| Employer contribution / active EE | $1,221 | $3,199-61.8% | $2,541-51.9% | $4,763-74.4% |
| Participant deferral / active EE | $3,454 | $4,784-27.8% | $4,167-17.1% | $5,983-42.3% |
| Admin fee / account holder | $10,237 | $10,136+1.0% | $6,797+50.6% | $11,252-9.0% |