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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 | $108,882+10.0% | $96,754+23.8% | $154,746-22.6% |
| Participation rate | 86.4% | 75.1%+11.3pp | 70.3%+16.1pp | 80.7%+5.7pp |
| Annual return | 16.17% | 98.39%-82.2pp | 82.04%-65.9pp | 172.34%-156.2pp |
| Employer contribution / active EE | $2,803 | $3,018-7.1% | $2,679+4.6% | $4,379-36.0% |
| Participant deferral / active EE | $5,735 | $5,323+7.7% | $4,758+20.5% | $6,730-14.8% |
| Admin fee / account holder | $8,425 | $10,200-17.4% | $8,905-5.4% | $14,365-41.4% |