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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 | $117,437 | $108,912+7.8% | $100,383+17.0% | $145,959-19.5% |
| Participation rate | 77.8% | 83.0%-5.2pp | 81.5%-3.7pp | 80.3%-2.5pp |
| Annual return | 16.00% | 57.96%-42.0pp | 49.26%-33.3pp | 561.95%-546.0pp |
| Employer contribution / active EE | $1,482 | $4,423-66.5% | $3,944-62.4% | $4,661-68.2% |
| Participant deferral / active EE | $4,519 | $8,451-46.5% | $8,086-44.1% | $6,689-32.4% |
| Admin fee / account holder | $1,426 | $9,690-85.3% | $7,900-81.9% | $13,398-89.4% |