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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 | $133,594 | $103,387+29.2% | $87,102+53.4% | $152,885-12.6% |
| Participation rate | 71.4% | 79.4%-7.9pp | 76.9%-5.4pp | 82.5%-11.0pp |
| Annual return | 27.68% | 28.10%-0.4pp | 28.19%-0.5pp | 345.39%-317.7pp |
| Employer contribution / active EE | $13,941 | $3,221+332.9% | $2,521+452.9% | $4,763+192.7% |
| Participant deferral / active EE | $8,834 | $4,778+84.9% | $4,048+118.2% | $5,851+51.0% |
| Admin fee / account holder | $1,619 | $12,193-86.7% | $7,491-78.4% | $11,598-86.0% |