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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 | $120,268 | $106,923+12.5% | $84,023+43.1% | $152,909-21.3% |
| Participation rate | 76.9% | 75.3%+1.7pp | 69.0%+7.9pp | 82.5%-5.5pp |
| Annual return | 19.64% | 105.02%-85.4pp | 71.32%-51.7pp | 345.46%-325.8pp |
| Employer contribution / active EE | $1,738 | $2,735-36.5% | $1,984-12.4% | $4,764-63.5% |
| Participant deferral / active EE | $5,671 | $4,013+41.3% | $3,239+75.1% | $5,851-3.1% |
| Admin fee / account holder | $1,542 | $8,289-81.4% | $6,102-74.7% | $11,601-86.7% |