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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 | $133,299 | $121,701+9.5% | $104,639+27.4% | $158,982-16.2% |
| Participation rate | 80.0% | 77.5%+2.5pp | 74.1%+5.9pp | 82.0%-2.0pp |
| Annual return | 13.73% | 465.72%-452.0pp | 340.67%-326.9pp | 302.99%-289.3pp |
| Employer contribution / active EE | $7,653 | $3,165+141.8% | $2,682+185.4% | $4,763+60.7% |
| Participant deferral / active EE | $7,565 | $4,176+81.2% | $3,738+102.4% | $5,983+26.4% |
| Admin fee / account holder | $451 | $7,778-94.2% | $6,465-93.0% | $11,252-96.0% |