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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 | $80,053 | $117,829-32.1% | $102,423-21.8% | $145,877-45.1% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 13.10% | 31.83%-18.7pp | 29.42%-16.3pp | 551.28%-538.2pp |
| Employer contribution / active EE | $4,228 | $3,615+17.0% | $3,023+39.9% | $4,663-9.3% |
| Participant deferral / active EE | $10,053 | $5,732+75.4% | $5,054+98.9% | $6,691+50.3% |
| Admin fee / account holder | $16,531 | $13,335+24.0% | $9,455+74.9% | $13,402+23.3% |