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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 | $114,754 | $111,814+2.6% | $103,378+11.0% | $145,978-21.4% |
| Participation rate | 95.5% | 77.9%+17.5pp | 74.5%+20.9pp | 80.3%+15.2pp |
| Annual return | 15.51% | 24.80%-9.3pp | 24.91%-9.4pp | 550.52%-535.0pp |
| Employer contribution / active EE | $10,049 | $4,215+138.4% | $3,870+159.6% | $4,662+115.6% |
| Participant deferral / active EE | $8,938 | $5,618+59.1% | $5,058+76.7% | $6,690+33.6% |
| Admin fee / account holder | $2,527 | $9,764-74.1% | $8,401-69.9% | $13,400-81.1% |