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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 | $138,312-7.0% | $122,979+4.6% | $155,188-17.1% |
| Participation rate | 87.5% | 80.2%+7.3pp | 77.2%+10.3pp | 80.8%+6.7pp |
| Annual return | 9.16% | 22.06%-12.9pp | 20.12%-11.0pp | 148.84%-139.7pp |
| Employer contribution / active EE | $7,769 | $3,530+120.0% | $3,062+153.7% | $4,248+82.9% |
| Participant deferral / active EE | $2,486 | $5,592-55.6% | $5,003-50.3% | $6,531-61.9% |
| Admin fee / account holder | $36,521 | $15,089+142.0% | $12,864+183.9% | $14,480+152.2% |