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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 | $119,176 | $114,013+4.5% | $103,693+14.9% | $155,188-23.2% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.2pp | 80.8%-9.4pp |
| Annual return | 21.37% | 49.31%-27.9pp | 47.61%-26.2pp | 148.84%-127.5pp |
| Employer contribution / active EE | $3,599 | $3,131+14.9% | $2,920+23.2% | $4,248-15.3% |
| Participant deferral / active EE | $10,366 | $4,970+108.6% | $4,579+126.4% | $6,531+58.7% |
| Admin fee / account holder | $5,781 | $8,407-31.2% | $7,858-26.4% | $14,480-60.1% |