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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 | $111,814+25.8% | $103,374+36.1% | $145,959-3.6% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.6pp |
| Annual return | 9.91% | 24.77%-14.9pp | 24.89%-15.0pp | 561.95%-552.0pp |
| Employer contribution / active EE | $7,807 | $4,214+85.3% | $3,869+101.8% | $4,661+67.5% |
| Participant deferral / active EE | $7,398 | $5,618+31.7% | $5,058+46.3% | $6,689+10.6% |
| Admin fee / account holder | $2,340 | $9,754-76.0% | $8,394-72.1% | $13,398-82.5% |