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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 | $117,053 | $104,953+11.5% | $84,637+38.3% | $152,909-23.4% |
| Participation rate | 88.9% | 74.8%+14.1pp | 68.2%+20.7pp | 82.5%+6.4pp |
| Annual return | 13.28% | 373.94%-360.7pp | 258.82%-245.5pp | 345.46%-332.2pp |
| Employer contribution / active EE | $2,884 | $3,304-12.7% | $2,653+8.7% | $4,764-39.5% |
| Participant deferral / active EE | $2,904 | $4,691-38.1% | $3,900-25.5% | $5,851-50.4% |
| Admin fee / account holder | $3,095 | $6,244-50.4% | $4,914-37.0% | $11,601-73.3% |