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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 | $118,896 | $108,882+9.2% | $96,754+22.9% | $154,746-23.2% |
| Participation rate | 71.4% | 75.1%-3.7pp | 70.3%+1.2pp | 80.7%-9.3pp |
| Annual return | 20.84% | 98.39%-77.5pp | 82.04%-61.2pp | 172.34%-151.5pp |
| Employer contribution / active EE | $2,310 | $3,018-23.5% | $2,679-13.8% | $4,379-47.3% |
| Participant deferral / active EE | $11,408 | $5,323+114.3% | $4,758+139.8% | $6,730+69.5% |
| Admin fee / account holder | $1,397 | $10,200-86.3% | $8,905-84.3% | $14,365-90.3% |