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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 | $122,930 | $115,796+6.2% | $101,264+21.4% | $158,950-22.7% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 12.06% | 56.15%-44.1pp | 46.48%-34.4pp | 302.91%-290.9pp |
| Employer contribution / active EE | $3,280 | $4,175-21.4% | $3,660-10.4% | $4,762-31.1% |
| Participant deferral / active EE | $7,895 | $4,958+59.2% | $4,370+80.6% | $5,983+32.0% |
| Admin fee / account holder | $4,882 | $7,247-32.6% | $5,947-17.9% | $11,248-56.6% |