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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 | $141,391 | $115,911+22.0% | $100,530+40.6% | $158,950-11.0% |
| Participation rate | 83.3% | 81.6%+1.7pp | 79.4%+3.9pp | 82.0%+1.4pp |
| Annual return | 9.15% | 34.80%-25.7pp | 30.89%-21.7pp | 302.91%-293.8pp |
| Employer contribution / active EE | $2,863 | $4,104-30.2% | $3,418-16.2% | $4,762-39.9% |
| Participant deferral / active EE | $2,863 | $6,676-57.1% | $6,271-54.3% | $5,983-52.1% |
| Admin fee / account holder | $2,092 | $10,999-81.0% | $8,083-74.1% | $11,248-81.4% |