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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 | $139,679 | $115,225+21.2% | $100,712+38.7% | $138,895+0.6% |
| Participation rate | 90.9% | 74.3%+16.6pp | 69.3%+21.6pp | 79.9%+11.0pp |
| Annual return | 13.05% | 40.35%-27.3pp | 33.27%-20.2pp | 145.39%-132.3pp |
| Employer contribution / active EE | $1,970 | $2,771-28.9% | $2,313-14.8% | $4,194-53.0% |
| Participant deferral / active EE | $7,235 | $4,699+54.0% | $4,085+77.1% | $6,396+13.1% |
| Admin fee / account holder | $817 | $10,844-92.5% | $9,256-91.2% | $12,562-93.5% |