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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 | $101,649 | $97,125+4.7% | $86,233+17.9% | $137,256-25.9% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.0%+16.7pp | 80.0%+5.8pp |
| Annual return | 16.54% | 74.19%-57.6pp | 61.39%-44.9pp | 220.34%-203.8pp |
| Employer contribution / active EE | $3,519 | $2,841+23.8% | $2,504+40.5% | $4,156-15.3% |
| Participant deferral / active EE | $12,956 | $5,180+150.1% | $4,559+184.2% | $6,407+102.2% |
| Admin fee / account holder | $1,970 | $9,725-79.7% | $8,342-76.4% | $12,270-83.9% |