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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 | $128,115 | $185,312-30.9% | $161,489-20.7% | $154,746-17.2% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 11.36% | 103.84%-92.5pp | 89.72%-78.4pp | 172.34%-161.0pp |
| Employer contribution / active EE | $13,230 | $4,769+177.4% | $4,268+210.0% | $4,379+202.1% |
| Participant deferral / active EE | $12,525 | $6,350+97.3% | $5,630+122.5% | $6,730+86.1% |
| Admin fee / account holder | $3,128 | $18,654-83.2% | $16,006-80.5% | $14,365-78.2% |