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 | $120,915 | $124,368-2.8% | $111,319+8.6% | $167,560-27.8% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 16.73% | 37.46%-20.7pp | 54.68%-37.9pp | 478.94%-462.2pp |
| Employer contribution / active EE | $10,668 | $3,437+210.4% | $2,732+290.5% | $4,840+120.4% |
| Participant deferral / active EE | $11,225 | $5,181+116.6% | $4,488+150.1% | $6,343+77.0% |
| Admin fee / account holder | $3,237 | $10,623-69.5% | $7,966-59.4% | $12,317-73.7% |