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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 | $133,190 | $115,814+15.0% | $101,275+31.5% | $158,982-16.2% |
| Participation rate | 84.6% | 79.4%+5.2pp | 75.8%+8.8pp | 82.0%+2.6pp |
| Annual return | 23.12% | 56.16%-33.0pp | 46.48%-23.4pp | 302.99%-279.9pp |
| Employer contribution / active EE | $6,168 | $4,176+47.7% | $3,660+68.5% | $4,763+29.5% |
| Participant deferral / active EE | $7,089 | $4,958+43.0% | $4,371+62.2% | $5,983+18.5% |
| Admin fee / account holder | $1,061 | $7,249-85.4% | $5,948-82.2% | $11,252-90.6% |