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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 | $108,911+2.8% | $100,392+11.5% | $145,884-23.3% |
| Participation rate | 77.8% | 83.0%-5.2pp | 81.5%-3.7pp | 80.3%-2.5pp |
| Annual return | 14.91% | 58.23%-43.3pp | 49.45%-34.5pp | 551.85%-536.9pp |
| Employer contribution / active EE | $3,229 | $4,420-27.0% | $3,941-18.1% | $4,662-30.7% |
| Participant deferral / active EE | $8,342 | $8,459-1.4% | $8,090+3.1% | $6,690+24.7% |
| Admin fee / account holder | $12,401 | $9,698+27.9% | $7,904+56.9% | $13,392-7.4% |