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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 | $132,399 | $106,247+24.6% | $96,515+37.2% | $139,466-5.1% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.3%+17.3pp | 80.3%+11.3pp |
| Annual return | 12.42% | 38.47%-26.0pp | 35.73%-23.3pp | 373.66%-361.2pp |
| Employer contribution / active EE | $3,354 | $4,106-18.3% | $3,740-10.3% | $4,754-29.4% |
| Participant deferral / active EE | $7,460 | $5,456+36.7% | $4,880+52.9% | $6,712+11.1% |
| Admin fee / account holder | $10,181 | $7,885+29.1% | $6,735+51.2% | $11,409-10.8% |