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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 | $133,016 | $117,846+12.9% | $102,434+29.9% | $145,884-8.8% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 10.78% | 31.90%-21.1pp | 29.46%-18.7pp | 551.85%-541.1pp |
| Employer contribution / active EE | $7,459 | $3,615+106.4% | $3,023+146.7% | $4,662+60.0% |
| Participant deferral / active EE | $11,005 | $5,733+91.9% | $5,055+117.7% | $6,690+64.5% |
| Admin fee / account holder | $1,833 | $13,356-86.3% | $9,462-80.6% | $13,392-86.3% |