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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 | $113,746 | $111,787+1.8% | $93,681+21.4% | $145,978-22.1% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 11.82% | 203.52%-191.7pp | 133.47%-121.6pp | 550.52%-538.7pp |
| Employer contribution / active EE | $2,109 | $3,093-31.8% | $2,422-12.9% | $4,662-54.8% |
| Participant deferral / active EE | $5,948 | $4,918+20.9% | $4,415+34.7% | $6,690-11.1% |
| Admin fee / account holder | $26,610 | $10,256+159.5% | $8,290+221.0% | $13,400+98.6% |