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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 | $118,099 | $115,225+2.5% | $100,712+17.3% | $138,895-15.0% |
| Participation rate | 88.2% | 74.3%+13.9pp | 69.3%+19.0pp | 79.9%+8.3pp |
| Annual return | 14.39% | 40.35%-26.0pp | 33.27%-18.9pp | 145.39%-131.0pp |
| Employer contribution / active EE | $4,305 | $2,771+55.4% | $2,313+86.2% | $4,194+2.6% |
| Participant deferral / active EE | $8,183 | $4,699+74.1% | $4,085+100.3% | $6,396+27.9% |
| Admin fee / account holder | $24,261 | $10,844+123.7% | $9,256+162.1% | $12,562+93.1% |