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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 | $128,681 | $124,314+3.5% | $109,163+17.9% | $167,518-23.2% |
| Participation rate | 88.9% | 79.4%+9.4pp | 75.9%+13.0pp | 82.1%+6.8pp |
| Annual return | 21.04% | 26.04%-5.0pp | 25.75%-4.7pp | 478.71%-457.7pp |
| Employer contribution / active EE | $7,251 | $4,209+72.3% | $3,723+94.8% | $4,838+49.9% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,664 | $7,973-66.6% | $6,754-60.6% | $12,312-78.4% |