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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 | $138,536 | $110,410+25.5% | $102,437+35.2% | $145,897-5.0% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 11.28% | 24.85%-13.6pp | 24.95%-13.7pp | 552.29%-541.0pp |
| Employer contribution / active EE | $2,751 | $4,217-34.8% | $3,871-28.9% | $4,663-41.0% |
| Participant deferral / active EE | $7,530 | $5,622+33.9% | $5,060+48.8% | $6,689+12.6% |
| Admin fee / account holder | $1,658 | $9,745-83.0% | $8,388-80.2% | $13,390-87.6% |