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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 | $117,588 | $115,814+1.5% | $101,275+16.1% | $158,982-26.0% |
| Participation rate | 87.0% | 79.4%+7.6pp | 75.8%+11.1pp | 82.0%+5.0pp |
| Annual return | 11.91% | 56.16%-44.2pp | 46.48%-34.6pp | 302.99%-291.1pp |
| Employer contribution / active EE | $2,826 | $4,176-32.3% | $3,660-22.8% | $4,763-40.7% |
| Participant deferral / active EE | $3,786 | $4,958-23.6% | $4,371-13.4% | $5,983-36.7% |
| Admin fee / account holder | $3,947 | $7,249-45.6% | $5,948-33.6% | $11,252-64.9% |