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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 | $120,589 | $125,190-3.7% | $105,624+14.2% | $145,897-17.3% |
| Participation rate | 95.7% | 77.6%+18.0pp | 75.3%+20.4pp | 80.3%+15.3pp |
| Annual return | 15.78% | 225.22%-209.4pp | 116.20%-100.4pp | 552.29%-536.5pp |
| Employer contribution / active EE | $1,996 | $3,720-46.3% | $3,168-37.0% | $4,663-57.2% |
| Participant deferral / active EE | $5,158 | $5,716-9.8% | $5,013+2.9% | $6,689-22.9% |
| Admin fee / account holder | $8,742 | $17,138-49.0% | $10,961-20.2% | $13,390-34.7% |