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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 | $119,765 | $97,125+23.3% | $86,233+38.9% | $137,256-12.7% |
| Participation rate | 86.4% | 74.2%+12.2pp | 69.0%+17.3pp | 80.0%+6.4pp |
| Annual return | 16.17% | 74.19%-58.0pp | 61.39%-45.2pp | 220.34%-204.2pp |
| Employer contribution / active EE | $2,803 | $2,841-1.3% | $2,504+11.9% | $4,156-32.6% |
| Participant deferral / active EE | $5,735 | $5,180+10.7% | $4,559+25.8% | $6,407-10.5% |
| Admin fee / account holder | $8,425 | $9,725-13.4% | $8,342+1.0% | $12,270-31.3% |