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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 | $117,829+3.6% | $102,423+19.1% | $145,877-16.4% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 11.76% | 31.83%-20.1pp | 29.42%-17.7pp | 551.28%-539.5pp |
| Employer contribution / active EE | $1,592 | $3,615-56.0% | $3,023-47.3% | $4,663-65.9% |
| Participant deferral / active EE | $12,836 | $5,732+123.9% | $5,054+154.0% | $6,691+91.8% |
| Admin fee / account holder | $54,390 | $13,335+307.9% | $9,455+475.3% | $13,402+305.8% |