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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 | $134,186 | $114,013+17.7% | $103,693+29.4% | $155,188-13.5% |
| Participation rate | 85.0% | 75.2%+9.8pp | 72.6%+12.4pp | 80.8%+4.2pp |
| Annual return | 17.33% | 49.31%-32.0pp | 47.61%-30.3pp | 148.84%-131.5pp |
| Employer contribution / active EE | $14,006 | $3,131+347.3% | $2,920+379.6% | $4,248+229.7% |
| Participant deferral / active EE | $13,199 | $4,970+165.6% | $4,579+188.2% | $6,531+102.1% |
| Admin fee / account holder | $2,202 | $8,407-73.8% | $7,858-72.0% | $14,480-84.8% |