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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 | $108,099 | $125,778-14.1% | $114,563-5.6% | $154,746-30.1% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.9%+7.1pp | 80.7%-0.7pp |
| Annual return | 16.42% | 295.14%-278.7pp | 241.09%-224.7pp | 172.34%-155.9pp |
| Employer contribution / active EE | $3,252 | $2,806+15.9% | $2,592+25.4% | $4,379-25.7% |
| Participant deferral / active EE | $4,112 | $4,445-7.5% | $4,142-0.7% | $6,730-38.9% |
| Admin fee / account holder | $5,167 | $8,190-36.9% | $7,623-32.2% | $14,365-64.0% |