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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 | $123,349 | $111,535+10.6% | $105,223+17.2% | $137,256-10.1% |
| Participation rate | 73.9% | 78.1%-4.2pp | 75.0%-1.1pp | 80.0%-6.0pp |
| Annual return | 13.18% | 237.85%-224.7pp | 180.65%-167.5pp | 220.34%-207.2pp |
| Employer contribution / active EE | $8,399 | $3,939+113.2% | $3,689+127.7% | $4,156+102.1% |
| Participant deferral / active EE | $5,355 | $5,500-2.6% | $5,072+5.6% | $6,407-16.4% |
| Admin fee / account holder | $1,572 | $9,721-83.8% | $8,859-82.3% | $12,270-87.2% |