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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 | $140,650 | $110,337+27.5% | $102,383+37.4% | $145,877-3.6% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.6pp |
| Annual return | 9.91% | 24.83%-14.9pp | 24.94%-15.0pp | 551.28%-541.4pp |
| Employer contribution / active EE | $7,807 | $4,216+85.2% | $3,870+101.7% | $4,663+67.4% |
| Participant deferral / active EE | $7,398 | $5,621+31.6% | $5,060+46.2% | $6,691+10.6% |
| Admin fee / account holder | $2,340 | $9,750-76.0% | $8,391-72.1% | $13,402-82.5% |