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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 | $123,510 | $124,330-0.7% | $109,173+13.1% | $167,536-26.3% |
| Participation rate | 78.6% | 79.5%-0.9pp | 75.9%+2.7pp | 82.1%-3.5pp |
| Annual return | 13.23% | 26.04%-12.8pp | 25.75%-12.5pp | 478.82%-465.6pp |
| Employer contribution / active EE | $8,901 | $4,209+111.5% | $3,723+139.1% | $4,839+83.9% |
| Participant deferral / active EE | $6,700 | $5,256+27.5% | $4,654+44.0% | $6,342+5.6% |
| Admin fee / account holder | $6,351 | $7,974-20.4% | $6,755-6.0% | $12,315-48.4% |