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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 | $128,668 | $167,415-23.1% | $140,514-8.4% | $198,609-35.2% |
| Participation rate | 87.5% | 80.9%+6.6pp | 77.8%+9.7pp | 82.4%+5.1pp |
| Annual return | 9.16% | 13.85%-4.7pp | 14.36%-5.2pp | 202.70%-193.5pp |
| Employer contribution / active EE | $7,769 | $4,088+90.1% | $3,378+130.0% | $5,055+53.7% |
| Participant deferral / active EE | $2,486 | $5,579-55.4% | $4,919-49.5% | $6,977-64.4% |
| Admin fee / account holder | $36,521 | $16,730+118.3% | $13,697+166.6% | $19,030+91.9% |