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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 | $122,848 | $115,810+6.1% | $101,271+21.3% | $158,966-22.7% |
| Participation rate | 76.2% | 79.4%-3.2pp | 75.8%+0.4pp | 82.0%-5.8pp |
| Annual return | 15.10% | 56.15%-41.1pp | 46.48%-31.4pp | 302.95%-287.8pp |
| Employer contribution / active EE | $2,714 | $4,175-35.0% | $3,660-25.8% | $4,762-43.0% |
| Participant deferral / active EE | $6,129 | $4,958+23.6% | $4,371+40.2% | $5,983+2.4% |
| Admin fee / account holder | $6,238 | $7,248-13.9% | $5,948+4.9% | $11,250-44.6% |