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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 | $112,060 | $115,814-3.2% | $101,275+10.6% | $158,982-29.5% |
| Participation rate | 82.6% | 79.4%+3.2pp | 75.8%+6.8pp | 82.0%+0.6pp |
| Annual return | 11.83% | 56.16%-44.3pp | 46.48%-34.6pp | 302.99%-291.2pp |
| Employer contribution / active EE | $1,797 | $4,176-57.0% | $3,660-50.9% | $4,763-62.3% |
| Participant deferral / active EE | $2,431 | $4,958-51.0% | $4,371-44.4% | $5,983-59.4% |
| Admin fee / account holder | $1,586 | $7,249-78.1% | $5,948-73.3% | $11,252-85.9% |