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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 | $131,057 | $117,846+11.2% | $102,434+27.9% | $145,884-10.2% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 12.03% | 31.90%-19.9pp | 29.46%-17.4pp | 551.85%-539.8pp |
| Employer contribution / active EE | $14,037 | $3,615+288.3% | $3,023+364.3% | $4,662+201.1% |
| Participant deferral / active EE | $9,114 | $5,733+59.0% | $5,055+80.3% | $6,690+36.2% |
| Admin fee / account holder | $428 | $13,356-96.8% | $9,462-95.5% | $13,392-96.8% |