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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 | $129,724 | $124,336+4.3% | $111,303+16.5% | $167,518-22.6% |
| Participation rate | 91.7% | 79.6%+12.0pp | 77.3%+14.4pp | 82.1%+9.6pp |
| Annual return | 14.99% | 37.45%-22.5pp | 54.66%-39.7pp | 478.71%-463.7pp |
| Employer contribution / active EE | $2,239 | $3,436-34.9% | $2,731-18.0% | $4,838-53.7% |
| Participant deferral / active EE | $6,543 | $5,181+26.3% | $4,487+45.8% | $6,342+3.2% |
| Admin fee / account holder | $21,339 | $10,623+100.9% | $7,966+167.9% | $12,312+73.3% |