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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 | $141,338 | $117,846+19.9% | $102,434+38.0% | $145,884-3.1% |
| Participation rate | 87.0% | 78.6%+8.3pp | 76.5%+10.4pp | 80.3%+6.7pp |
| Annual return | 9.14% | 31.90%-22.8pp | 29.46%-20.3pp | 551.85%-542.7pp |
| Employer contribution / active EE | $1,403 | $3,615-61.2% | $3,023-53.6% | $4,662-69.9% |
| Participant deferral / active EE | $2,569 | $5,733-55.2% | $5,055-49.2% | $6,690-61.6% |
| Admin fee / account holder | $20,737 | $13,356+55.3% | $9,462+119.2% | $13,392+54.8% |