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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 | $96,358 | $176,402-45.4% | $134,162-28.2% | $158,982-39.4% |
| Participation rate | 87.5% | 78.7%+8.8pp | 72.2%+15.3pp | 82.0%+5.5pp |
| Annual return | 15.21% | 63.66%-48.4pp | 36.35%-21.1pp | 302.99%-287.8pp |
| Employer contribution / active EE | $5,198 | $5,042+3.1% | $3,705+40.3% | $4,763+9.1% |
| Participant deferral / active EE | $5,874 | $4,093+43.5% | $3,500+67.9% | $5,983-1.8% |
| Admin fee / account holder | $4,332 | $8,719-50.3% | $6,685-35.2% | $11,252-61.5% |