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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 | $115,897 | $106,905+8.4% | $84,020+37.9% | $152,885-24.2% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.5%-2.5pp |
| Annual return | 16.81% | 105.00%-88.2pp | 71.31%-54.5pp | 345.39%-328.6pp |
| Employer contribution / active EE | $2,107 | $2,735-22.9% | $1,984+6.2% | $4,763-55.8% |
| Participant deferral / active EE | $2,888 | $4,012-28.0% | $3,239-10.8% | $5,851-50.6% |
| Admin fee / account holder | $1,658 | $8,287-80.0% | $6,101-72.8% | $11,598-85.7% |