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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 | $111,913 | $108,897+2.8% | $100,378+11.5% | $145,877-23.3% |
| Participation rate | 77.8% | 83.0%-5.2pp | 81.5%-3.7pp | 80.3%-2.5pp |
| Annual return | 14.91% | 58.17%-43.3pp | 49.41%-34.5pp | 551.28%-536.4pp |
| Employer contribution / active EE | $3,229 | $4,420-27.0% | $3,942-18.1% | $4,663-30.8% |
| Participant deferral / active EE | $8,342 | $8,455-1.3% | $8,087+3.2% | $6,691+24.7% |
| Admin fee / account holder | $12,401 | $9,690+28.0% | $7,899+57.0% | $13,402-7.5% |