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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 | $83,315 | $80,781+3.1% | $102,437-18.7% | $74,478+11.9% |
| Participation rate | 75.0% | 65.7%+9.3pp | 74.5%+0.5pp | 67.2%+7.8pp |
| Annual return | 16.03% | 27.58%-11.5pp | 24.95%-8.9pp | 1370.56%-1354.5pp |
| Employer contribution / active EE | $3,309 | $3,160+4.7% | $3,871-14.5% | $2,626+26.0% |
| Participant deferral / active EE | $7,114 | $3,862+84.2% | $5,060+40.6% | $4,350+63.5% |
| Admin fee / account holder | $6,500 | $2,372+174.0% | $8,388-22.5% | $1,946+234.0% |