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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 | $108,897+7.8% | $100,378+17.0% | $145,877-19.5% |
| Participation rate | 77.8% | 83.0%-5.2pp | 81.5%-3.7pp | 80.3%-2.5pp |
| Annual return | 16.00% | 58.17%-42.2pp | 49.41%-33.4pp | 551.28%-535.3pp |
| Employer contribution / active EE | $1,482 | $4,420-66.5% | $3,942-62.4% | $4,663-68.2% |
| Participant deferral / active EE | $4,519 | $8,455-46.5% | $8,087-44.1% | $6,691-32.5% |
| Admin fee / account holder | $1,426 | $9,690-85.3% | $7,899-81.9% | $13,402-89.4% |