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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 | $139,308 | $127,387+9.4% | $115,038+21.1% | $125,389+11.1% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | -1.04% | 31.28%-32.3pp | 26.14%-27.2pp | 282.24%-283.3pp |
| Employer contribution / active EE | $10,286 | $5,166+99.1% | $4,608+123.2% | $4,866+111.4% |
| Participant deferral / active EE | $4,069 | $6,423-36.7% | $6,026-32.5% | $5,352-24.0% |
| Admin fee / account holder | $8,325 | $9,516-12.5% | $8,175+1.8% | $9,541-12.7% |