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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 | $116,899 | $124,425-6.0% | $112,040+4.3% | $137,256-14.8% |
| Participation rate | 88.2% | 79.3%+8.9pp | 76.5%+11.7pp | 80.0%+8.3pp |
| Annual return | 14.62% | 24.72%-10.1pp | 24.52%-9.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,425 | $3,411-28.9% | $2,954-17.9% | $4,156-41.6% |
| Participant deferral / active EE | $9,409 | $5,718+64.5% | $5,098+84.6% | $6,407+46.9% |
| Admin fee / account holder | $25,065 | $15,207+64.8% | $12,098+107.2% | $12,270+104.3% |