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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 | $140,020 | $112,729+24.2% | $98,716+41.8% | $137,256+2.0% |
| Participation rate | 92.9% | 74.2%+18.6pp | 69.3%+23.6pp | 80.0%+12.9pp |
| Annual return | 11.99% | 38.48%-26.5pp | 31.81%-19.8pp | 220.34%-208.3pp |
| Employer contribution / active EE | $4,441 | $2,725+62.9% | $2,279+94.9% | $4,156+6.8% |
| Participant deferral / active EE | $8,647 | $4,640+86.3% | $4,048+113.6% | $6,407+35.0% |
| Admin fee / account holder | $2,679 | $10,129-73.6% | $8,703-69.2% | $12,270-78.2% |