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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 | $108,942+7.8% | $100,415+17.0% | $145,897-19.5% |
| Participation rate | 77.8% | 83.0%-5.2pp | 81.5%-3.7pp | 80.3%-2.5pp |
| Annual return | 16.00% | 58.27%-42.3pp | 49.47%-33.5pp | 552.29%-536.3pp |
| Employer contribution / active EE | $1,482 | $4,422-66.5% | $3,943-62.4% | $4,663-68.2% |
| Participant deferral / active EE | $4,519 | $8,461-46.6% | $8,091-44.1% | $6,689-32.4% |
| Admin fee / account holder | $1,426 | $9,702-85.3% | $7,906-82.0% | $13,390-89.3% |