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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 | $116,927 | $115,814+1.0% | $101,275+15.5% | $158,982-26.5% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 12.68% | 56.16%-43.5pp | 46.48%-33.8pp | 302.99%-290.3pp |
| Employer contribution / active EE | $2,330 | $4,176-44.2% | $3,660-36.3% | $4,763-51.1% |
| Participant deferral / active EE | $5,097 | $4,958+2.8% | $4,371+16.6% | $5,983-14.8% |
| Admin fee / account holder | $1,662 | $7,249-77.1% | $5,948-72.1% | $11,252-85.2% |