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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 | $139,057 | $124,346+11.8% | $111,308+24.9% | $167,536-17.0% |
| Participation rate | 85.7% | 79.6%+6.1pp | 77.3%+8.4pp | 82.1%+3.6pp |
| Annual return | 15.95% | 37.45%-21.5pp | 54.67%-38.7pp | 478.82%-462.9pp |
| Employer contribution / active EE | $1,319 | $3,437-61.6% | $2,732-51.7% | $4,839-72.7% |
| Participant deferral / active EE | $8,253 | $5,182+59.3% | $4,487+83.9% | $6,342+30.1% |
| Admin fee / account holder | $2,552 | $10,621-76.0% | $7,965-68.0% | $12,315-79.3% |