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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 | $113,260 | $107,944+4.9% | $91,994+23.1% | $152,885-25.9% |
| Participation rate | 88.9% | 81.2%+7.7pp | 78.6%+10.3pp | 82.5%+6.4pp |
| Annual return | 19.73% | 89.26%-69.5pp | 69.03%-49.3pp | 345.39%-325.7pp |
| Employer contribution / active EE | $1,837 | $4,210-56.4% | $3,452-46.8% | $4,763-61.4% |
| Participant deferral / active EE | $6,342 | $6,365-0.4% | $5,923+7.1% | $5,851+8.4% |
| Admin fee / account holder | $1,719 | $10,521-83.7% | $7,743-77.8% | $11,598-85.2% |