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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 | $117,846-32.1% | $102,434-21.8% | $145,884-45.1% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 13.10% | 31.90%-18.8pp | 29.46%-16.4pp | 551.85%-538.8pp |
| Employer contribution / active EE | $4,228 | $3,615+17.0% | $3,023+39.9% | $4,662-9.3% |
| Participant deferral / active EE | $10,053 | $5,733+75.3% | $5,055+98.9% | $6,690+50.3% |
| Admin fee / account holder | $16,531 | $13,356+23.8% | $9,462+74.7% | $13,392+23.4% |