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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 | $108,967 | $142,354-23.5% | $125,529-13.2% | $155,188-29.8% |
| Participation rate | 85.0% | 78.1%+6.9pp | 74.7%+10.3pp | 80.8%+4.2pp |
| Annual return | 18.31% | 306.06%-287.7pp | 202.56%-184.2pp | 148.84%-130.5pp |
| Employer contribution / active EE | $2,883 | $3,501-17.7% | $3,058-5.7% | $4,248-32.1% |
| Participant deferral / active EE | $6,104 | $5,491+11.2% | $4,813+26.8% | $6,531-6.5% |
| Admin fee / account holder | $12,323 | $19,392-36.5% | $16,298-24.4% | $14,480-14.9% |