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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 | $117,112 | $106,236+10.2% | $96,496+21.4% | $139,427-16.0% |
| Participation rate | 76.5% | 77.8%-1.4pp | 74.3%+2.1pp | 80.3%-3.9pp |
| Annual return | 20.81% | 38.43%-17.6pp | 35.70%-14.9pp | 373.27%-352.5pp |
| Employer contribution / active EE | $2,584 | $4,104-37.0% | $3,738-30.9% | $4,752-45.6% |
| Participant deferral / active EE | $5,557 | $5,455+1.9% | $4,879+13.9% | $6,711-17.2% |
| Admin fee / account holder | $1,450 | $7,879-81.6% | $6,731-78.5% | $11,404-87.3% |