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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 | $110,379+27.4% | $102,412+37.3% | $145,884-3.6% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.6pp |
| Annual return | 9.91% | 24.84%-14.9pp | 24.94%-15.0pp | 551.85%-541.9pp |
| Employer contribution / active EE | $7,807 | $4,216+85.2% | $3,870+101.7% | $4,662+67.5% |
| Participant deferral / active EE | $7,398 | $5,622+31.6% | $5,060+46.2% | $6,690+10.6% |
| Admin fee / account holder | $2,340 | $9,745-76.0% | $8,388-72.1% | $13,392-82.5% |