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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 | $107,215 | $112,112-4.4% | $95,956+11.7% | $158,950-32.5% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 21.75% | 171.15%-149.4pp | 91.63%-69.9pp | 302.91%-281.2pp |
| Employer contribution / active EE | $2,284 | $3,199-28.6% | $2,541-10.1% | $4,762-52.0% |
| Participant deferral / active EE | $7,487 | $4,784+56.5% | $4,167+79.7% | $5,983+25.1% |
| Admin fee / account holder | $2,846 | $10,134-71.9% | $6,797-58.1% | $11,248-74.7% |