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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 | $124,877 | $201,372-38.0% | $184,260-32.2% | $145,884-14.4% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 19.78% | 29.04%-9.3pp | 28.84%-9.1pp | 551.85%-532.1pp |
| Employer contribution / active EE | $2,138 | $7,024-69.6% | $6,427-66.7% | $4,662-54.1% |
| Participant deferral / active EE | $10,335 | $9,808+5.4% | $9,133+13.2% | $6,690+54.5% |
| Admin fee / account holder | $1,490 | $16,362-90.9% | $13,898-89.3% | $13,392-88.9% |