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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 | $116,215 | $111,535+4.2% | $105,223+10.4% | $137,256-15.3% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.0%+13.8pp | 80.0%+8.9pp |
| Annual return | 15.04% | 237.85%-222.8pp | 180.65%-165.6pp | 220.34%-205.3pp |
| Employer contribution / active EE | $10,163 | $3,939+158.0% | $3,689+175.5% | $4,156+144.5% |
| Participant deferral / active EE | $5,994 | $5,500+9.0% | $5,072+18.2% | $6,407-6.4% |
| Admin fee / account holder | $5,749 | $9,721-40.9% | $8,859-35.1% | $12,270-53.1% |