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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 | $96,490 | $86,288+11.8% | $111,306-13.3% | $85,851+12.4% |
| Participation rate | 81.3% | 73.3%+7.9pp | 77.3%+3.9pp | 69.3%+11.9pp |
| Annual return | 15.69% | 19.99%-4.3pp | 54.67%-39.0pp | 318.63%-302.9pp |
| Employer contribution / active EE | $1,262 | $2,044-38.3% | $2,732-53.8% | $2,565-50.8% |
| Participant deferral / active EE | $4,528 | $3,641+24.3% | $4,488+0.9% | $3,952+14.6% |
| Admin fee / account holder | $7,733 | $8,189-5.6% | $7,966-2.9% | $6,261+23.5% |