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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 | $130,212 | $98,776+31.8% | $149,745-13.0% | $79,856+63.1% |
| Participation rate | 83.8% | 75.8%+8.0pp | 82.5%+1.3pp | 69.6%+14.1pp |
| Annual return | 12.43% | 27.38%-14.9pp | 276.72%-264.3pp | 31.71%-19.3pp |
| Employer contribution / active EE | $3,026 | $3,217-5.9% | $4,646-34.9% | $2,471+22.5% |
| Participant deferral / active EE | $7,529 | $5,681+32.5% | $6,843+10.0% | $3,741+101.3% |
| Admin fee / account holder | $1,970 | $6,053-67.5% | $9,312-78.8% | $5,306-62.9% |