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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 | $109,729 | $115,810-5.3% | $101,271+8.4% | $158,966-31.0% |
| Participation rate | 82.4% | 79.4%+3.0pp | 75.8%+6.5pp | 82.0%+0.4pp |
| Annual return | 16.64% | 56.15%-39.5pp | 46.48%-29.8pp | 302.95%-286.3pp |
| Employer contribution / active EE | $838 | $4,175-79.9% | $3,660-77.1% | $4,762-82.4% |
| Participant deferral / active EE | $4,260 | $4,958-14.1% | $4,371-2.5% | $5,983-28.8% |
| Admin fee / account holder | $6,313 | $7,248-12.9% | $5,948+6.1% | $11,250-43.9% |