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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 | $122,015 | $117,846+3.5% | $102,434+19.1% | $145,884-16.4% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 11.76% | 31.90%-20.1pp | 29.46%-17.7pp | 551.85%-540.1pp |
| Employer contribution / active EE | $1,592 | $3,615-56.0% | $3,023-47.4% | $4,662-65.9% |
| Participant deferral / active EE | $12,836 | $5,733+123.9% | $5,055+153.9% | $6,690+91.9% |
| Admin fee / account holder | $54,390 | $13,356+307.2% | $9,462+474.8% | $13,392+306.1% |