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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 | $116,184 | $124,980-7.0% | $108,359+7.2% | $154,746-24.9% |
| Participation rate | 73.9% | 75.2%-1.3pp | 70.1%+3.8pp | 80.7%-6.8pp |
| Annual return | 14.51% | 45.00%-30.5pp | 36.89%-22.4pp | 172.34%-157.8pp |
| Employer contribution / active EE | $5,917 | $2,851+107.6% | $2,399+146.6% | $4,379+35.1% |
| Participant deferral / active EE | $4,355 | $4,743-8.2% | $4,137+5.3% | $6,730-35.3% |
| Admin fee / account holder | $3,475 | $11,502-69.8% | $9,741-64.3% | $14,365-75.8% |